THE CITY OF CALGARY
GUIDELINES FOR THE
PREPARATION OF
TENDER DOCUMENTS
FOR CONSTRUCTION
PROJECTS
2013
THE CITY OF CALGARY
GUIDELINES FOR THE PREPARATION OF TENDER
DOCUMENTS FOR CONSTRUCTION CONTRACTS
(The “Guidelines”)
Request for Tenders are one type of procurement tool utilized to competitively bid The City
of Calgary construction requirements. Competitively bidding City projects is a mandatory
requirement to comply with City Policy, the Agreement on Internal Trade (AIT) and the New
West Partnership Trade Agreement between the Province of Alberta, the Province of British
Columbia and the Province of Saskatchewan (NWPTA).
The purpose of these guidelines is to assist employees and consultants of The City of
Calgary in their preparation of documents required to issue a Request for Tenders for a
project funded by The City of Calgary and to assist with the administration of the resulting
contract. The guidelines have been organized in a chronological format that is intended to
be followed as a step-by-step guide from the preparation of the tender through to completion
of the contract.
Documents and forms referred to in the guidelines are revised and updated from time to
time and it is the responsibility of those preparing tenders to ensure they are using the most
recent documents and forms. Refer to: www.calgary.ca/bids.
Please contact Supply Management if you are not sure whether you are
using the right procurement strategy and most current documents or
forms, or if you have any questions whatsoever relating to the tender
process.
Links to The City of Calgary Supply Chain Governance and Procurement Policies are
located at: www.calgary.ca/bids
IMPORTANT NOTICE
The following is a summary of revisions to the Guidelines 2013
Section
Page Number or Section
Description
00, 01
Standard Tender Documents
Revised
00, 01
Standard Documents and Forms
Revised
00, 01
Assembly of Tender Forms
Revised
1.2
Standard Documents and Forms
Revised
2.3 (II)
Review of Draft Tender Documents
Revised
2.4
Referrals and Questions
Revised
2.5
Tender Document Printing and Distribution
Revised
2.7.1
Tenders Utilizing Pre-Qualified Contractors
Revised
2.7.2
New
2.9
Tenders not Utilizing Pre-Qualified
Contractors
Addenda
3
PREPARING TENDER FORMS
Revised
3.5
Tender Documents
Revised
3.5.00
List of Contents
Revised
3.5.02
Notice
Revised
3.5.02 (g)
Tender Enquiry Contacts
Revised
3.5.02 (h)
Pre-Tender Meeting
Revised
3.5.04 (a)
Special Conditions: “Open” Tender
Revised
3.5.04 (c)
Special Insurance
Revised
3.5.04 (d)
Course of Construction Insurance
Revised
3.5.04 (f)
Traffic
Revised
3.5.04 (g)
Special Conditions: Completion Dates
Revised
3.5.04 (o)
Special Conditions: Cash Allowance
Revised
3.5.04 (p)
Special Conditions: Length of Agreement
Revised
3.5.04 (r)
Special Conditions: Escalator Clauses
Revised
3.5.04 (s)
Revised
3.5.04 (v)
Permits, Licenses, Leasehold
Improvements, “Title” and Access
Agreements
Special Conditions: Sub - Contractors
3.5.04 (w)
Special Conditions: Special Provisions
Revised
3.5.04 (aa)
Purchases in Foreign Currencies
Revised
3.5 04 (cc)
Special Conditions: Bid Validity
New
3.5 04 (dd)
Special Conditions: Additional
New
Requirements
Special Conditions: Submission of Price New
3.5 04 (ee)
Revised
Revised
ii
Schedules
3.5 05
Project Specifications
Revised
3.5 07
Price Schedules
Revised
3.5 08
Separate Price Schedules
Revised
3.5 09 (e)
Form of Tender (Yellow Sheet)
Revised
3.5.13
Prime Contractor Management Status
Revised
3.5.14 (a)
Bid Bond
Revised
3.5.15 (a)
Consent of Surety to Furnish Bonding
Revised
3.5.17
Waiver Form
Revised
4.1
Closing and Awarding of Tenders
Revised
4.1 (c )
4.1 (c)
Closing of Tenders, Evaluation and Award Revised
Recommendation
Closing and Awarding of Tenders
Revised
4.2 (b)
Award Procedures
Revised
4.2 (f)
Award Procedures
Revised
4.2 (g)
Award Procedures
Revised
4.3
Contract Execution
Revised
4.4
Irrevocable Letter of Credit
Revised
5.6
Builder‟s Lien Act
Revised
5.7
Progress Certificates
Revised
5.7.1
Invoice Procedures
Revised
5.7.2
Release of Holdback procedure
Substantial Performance Stage
Drawings of Record
5.9.1
at Revised
Revised
iii
TABLE OF CONTENTS
1.0
PREPARATION OF TENDER DOCUMENTS ................................................ 1
1.1
1.2
A.
B.
C.
1.3
1.4
Definitions ................................................................................................................. 1
Standard Documents and Forms .............................................................................. 1
Standard Tender Documents
1
Standard Contract Terms, Conditions and Specifications ................................ 2
Contract Administration Forms ........................................................................ 2
Assembly of Tender Forms ....................................................................................... 3
Assembly of Addendum Forms ................................................................................. 4
2.0
TENDERING PROCEDURES ON CONSTRUCTION CONTRACTS FOR
CITY BUSINESS UNITS ............................................................................................ 4
2.1
2.2
2.3
2.4
2.5
2.6
2.6.1
2.6.2
2.7
2.8
2.9
Procurement Strategy ............................................................................................... 4
Tender Number ........................................................................................................ 4
Review of Draft Tender Documents .......................................................................... 4
Referrals and Questions ........................................................................................... 5
Tender Document Printing and distribution ............................................................... 5
Distribution of Tender Documents ............................................................................. 5
Internal and Other Agencies............................................................................ 5
Notification of Tender Opportunities ................................................................ 5
Distribution of Tender Documents to the Public ........................................................ 6
2.7.1 Tenders Utilizing Pre-Qualified Contractors
6
2.7.2 Tenders not Utilizing Pre-Qualified Contractors
6
Tender Notification and Advertising .......................................................................... 7
Addenda ................................................................................................................... 7
3.0
PREPARING TENDER FORMS ..................................................................... 7
3.1. Naming Convention ....................................................................................................... 8
3.2. Acceptable File Types ................................................................................................... 8
3.3. Acceptable Document Sizes .......................................................................................... 8
3.4. Acceptable Plan (blueprint) or Drawing Sizes ................................................................ 8
3.5. Tender Documents ........................................................................................................ 8
01 List of Contents .............................................................................................................. 9
02 Notice
9
03 Form of Tender .............................................................................................................11
04 Special Conditions.........................................................................................................11
05 Project Specifications ....................................................................................................19
06 Tender Document Drawings ..........................................................................................19
06.1 Standard Drawing Sizes and Materials ......................................................19
A. Sheet Sizes ..................................................................................................20
B. Sheet Material ..............................................................................................20
C. Title Block .....................................................................................................20
06.2 Preparation of Drawings ............................................................................20
A. Sheet Layout ................................................................................................20
B. Lettering .......................................................................................................21
C. Scales ..........................................................................................................21
D. Detail ............................................................................................................21
06.3 Contracts That Include Utility Construction ................................................21
A. Standard Drawing Specifications ..................................................................21
iv
07
08
09
10
11
12
13
14
15
16
17
18
B. Preparation of Drawings ...............................................................................21
C. Standard Block Profile Specifications ...........................................................21
06.4 Sequence of Drawings ..............................................................................22
06.4.1(a) Road and Trackbed ...........................................................................22
06.4.1(b) Bridges and Structures..…………………………………………………..22
06.4.2 Corporate Properties Construction Contracts .......................................24
06.4.3 Sewer Construction Contracts ..............................................................25
06.4.4 Waterworks Construction Contracts......................................................27
06.5 General Information and Procedures .......................................................28
06.5.1 General Information ..............................................................................28
06.5.2 Notes on Drawings ...............................................................................28
06.5.3 Detours ................................................................................................29
Price Schedule(s) ..........................................................................................................29
Separate Price Schedules .............................................................................................30
Summary for Form of Tender (Yellow Sheet) ................................................................30
Summary for Form of Tender for Alternate Bid .............................................................31
Bidder‟s Information Sheets ..........................................................................................31
Contractors Environmental Acknowledgement Form .....................................................32
Prime Contractor Management Status...........................................................................32
Bid Bond
32
Consent of Surety to Furnish Bonding ...........................................................................33
Performance Bonds.......................................................................................................33
Waiver Form..................................................................................................................34
Memorandum of Agreement ..........................................................................................34
4.0
CLOSING AND AWARDING OF TENDERS ................................................ 34
4.1
Closing of Tenders, Evaluation and Award Recommendation ..................................34
4.2
Award Procedures ...................................................................................................36
4.3
Contract Execution ..................................................................................................37
4.4
Irrevocable Letter of Credit ......................................................................................37
(a)
Corporate Policy – Irrevocable Letters of Credit Where Deemed Appropriate 38
(b)
Business Unit Procedures Re: Irrevocable Letter of Credit issued in Lieu of
Withholding 10% Builders Lien Holdback (See G.C. 6.8.2) .................................................39
(c)
Procedures For Cashing A Letter Of Credit, If Necessary ..............................41
5.0
CONTRACT ADMINISTRATION……. .......................................................... 42
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.7.1
5.7.2
5.7.3
5.7.4
5.8
5.8.1
5.9
5.9.1
Contractor Mobilization ............................................................................................42
Awarded Value of Contract ......................................................................................43
Notice of Proposed Change .....................................................................................43
Contract Change Order ...........................................................................................44
Field Order ..............................................................................................................45
Builder‟s Lien Act of Alberta .....................................................................................45
Progress Certificates ...............................................................................................45
Invoice Procedures ........................................................................................45
Release of Holdback procedure at Substantial Performance Stage ...............46
Partial Release of Holdbacks .........................................................................46
Release of Holdback Procedure at Construction Completion .........................46
Construction Completion Certificate (C.C.C.) ...........................................................46
Statutory Declaration......................................................................................47
Provision of “Drawings of Record” ...........................................................................47
Drawings of Record........................................................................................47
v
5.9.2
5.9.3
5.10
5.11
5.12
5.13
Drawings of Record for Corporate Properties & Buildings ..............................48
Drawings of Record for Bridges and Structures..............................................49
Vendor Performance Evaluation Form .....................................................................49
Notice of Completion of Project(s) ...........................................................................49
Final Maintenance Certificate (F.M.C.).....................................................................50
Record Retention .....................................................................................................50
6.0
CONSULTANT AGREEMENTS ................................................................... 51
6.1
Consultant Agreements ...........................................................................................51
vi
APPENDICES
Standard Tender Documents
01
List of Contents
02
Notice
03
Form of Tender
08
Separate Price Schedules
08A Deletions
08B Additions
09
Summary fro Form of Tender (Yellow Sheet)
10
Summary for Form of Tender – Alternate Bid
11
Bidder‟s Information Sheets
12
Contractor Environmental Acknowledgement Form
13
Prime Contractor Management Status
14
Bid Bond
15
Consent of Surety
15A Consent of Surety to Furnish Contract Performance Bond
15B Consent of Surety to Furnish Contract Performance Bond and
Labour and Material Payment Bond
16
Performance Bonds
16A Contract Performance Bind
16B Labour and Material Payment Bond
17
Waiver Form
18
Memorandum of Agreement
Note: Standard Tender Documents (Package 1) are available at www.calgary.ca/bids
7.2
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
M.
N.
Contract Administration Forms (Formerly referred to as Package 2)
A.
Notice to Proceed
A1
Notice to Proceed – Legal Agreement
A2
Notice to Proceed – No Legal Agreement
Acknowledgement of Prime Contractor Designation
Project Emergency Contacts
Detail Sheet for Unit Price Contract
Progress Certificate
Notice of Proposed Change
Detail Sheet for Change Orders
Change Order
Substantial Performance Payment Certificate
Statutory Declaration
Construction Completion Certificate (C.C.C.)
Final Maintenance Certificate (F.M.C.)
Vendor Performance Evaluation / Contractor
Field Order
Note: Contract Administration Forms are available on Finance & Supply‟s intranet at
http://finsupply (see Buy & Sell → Tenders)
vii
1.0
PREPARATION OF TENDER DOCUMENTS
1.1
Definitions
“Prior Approval” means written approval from Supply Management or The City Law
Department, or both.
“Supply Management” is a Division of the Finance and Supply Business Unit and herein is
referred to as Supply Management or Supply.
“Tender Documents” means the documents and standard tender forms as set out in
Section 1.2.
“The City” means The City of Calgary.
“G.C.” means reference to The City of Calgary Standard General Conditions, current edition.
1.2
Standard Documents and Forms
The following documents and forms may be obtained from: www.calgary.ca/bids
A. Standard Tender Documents
Tender Front End Documents and Forms
Package No. 1 – Contains documents used in the preparation of the tender
document and execution of the contract
01 List of Contents
02 Notice
03 Form of Tender
04 Special Conditions of Tender – supplied by Business Unit
05 Detailed Specifications of Tender – supplied by Business Unit
06 Drawings – supplied by Business Unit
07 Price Detail Sheets / Schedules – supplied by Business Unit
08 Separate Price Schedule
08A Deletions
08B Additions
09 Summary for Form of Tender
10 Summary for Form of Tender – Alternate Bid
11 Bidder‟s Information Sheets
12 Contractor Environmental Acknowledgement Form
(includes link to Contractor Environmental Responsibilities Package)
13 Prime Contractor Management Status
14 Bid Bond
15 Consent of Surety
15A Consent of Surety to Furnish Contract Performance Bond
15B Consent of Surety to furnish Contract Performance and Labour
and Material Payment Bond
16 Performance Bonds or Other Security
Guidelines for the Preparation of Tender Documents for Construction Projects v.2.0
2013 March
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16A Contract Performance Bond
16B Labour and Material Payment Bond
17 Waiver Form
18 Memorandum of Agreement – Sample Only
For further information on the preparation of a tender document refer to the Guidelines for
the Preparation of Tender Documents for Construction Projects available from The City
of Calgary website: www.calgary.ca/bids
Note: Construction specifications are available on an individual request basis.
B. Standard Contract Terms, Conditions and Specifications
1.
2.
3.
4.
5.
6.
7.
Standard General Conditions
Force Account Rates
Standard Specifications, Roads Construction
Standard Specifications, Sewer Construction
Standard Specifications, Waterworks Construction
Standard Specifications, Landscape Construction
Standard Specifications, Street Lighting
Design guidelines and all other supporting documents
All the above shall be the current edition. If not in possession of the above, copies may
be obtained from The City of Calgary Urban Development: www.calgary.ca/ud
C. Contract Administration Forms
The following documents and forms are available on the Finance & Supply intranet site
at: http://finsupply (see Purchasing → Buy & Sell → Tenders)
(Formerly referred to as Package No. 2) – Contains forms used during the
construction and payment phases of the contract.
A Notice to Proceed
A1 Notice to Proceed – Legal Agreement
A2 Notice to Proceed – No Legal Agreement
B Acknowledgement of Prime Contractor Designation
C Project Emergency Contacts
D Detail Sheet for Unit Price Contract
E Progress Certificate
F Notice of Proposed Change
G Detail Sheet for Change Orders
H Change Order
I Substantial Performance Payment Certificate
J Statutory Declaration
K Construction Completion Certificate
L Final Maintenance Certificate
M Vendor Performance Evaluation / Construction
N Field Order
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2013 March
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Individual copies of the Contract Administration Forms can be obtained by
contacting:
The City of Calgary – Supply Management
Manchester Centre
2nd Floor, Building „U‟
677 – 25th Avenue S.E.
Calgary, AB
Attn: Procurement Coordinator for Construction
Phone: 403-268-6437
1.3
Assembly of Tender Forms
Assemble the Tender Forms in the following order:
Section #
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
Section Title
List of Contents
Notice
Form of Tender
Special Conditions of Tender – supplied by Business Unit
Detailed Specifications of Tender – supplied by Business Unit
Drawings – supplied by Business Unit
Price Detail Sheets / Schedules – supplied by Business Unit
Separate Price Schedules
08A Deletions
08B Additions
Summary for Form of Tender
Summary for Form of Tender – Alternate Bid
Bidder‟s Information Sheets
Contractor Environmental Acknowledgement Form
(includes link to Contractor Environmental Responsibilities Package)
Prime Contractor Management Status
Bid Bond
Consent of Surety
15A Consent of Surety to Furnish Contract Performance Bond
15B Consent of surety to furnish Contract Performance and Labour and
Material Payment Bond
Performance Bonds
16A Contract Performance Bond
16B Labour and Material Payment Bond
Waiver Form
Memorandum of Agreement – Sample Only
Contact Supply Management for direction if you are uncertain about any documents
or forms.
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2013 March
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1.4
Assembly of Addendum Forms
Assemble the Addendum Forms in the following order:
Section #
00
01
02
Section Title
Addendum Cover Page
Description of the changes
New documents to be included in the addendum (e.g., bid label, new
schedules, etc.)
Drawings
03
2.0
TENDERING PROCEDURES ON CONSTRUCTION CONTRACTS FOR CITY
BUSINESS UNITS
2.1
Procurement Strategy
In the early phases of the project, it is important to discuss the project with Supply
Management to determine the most appropriate procurement strategy. This will facilitate
achieving the best outcome of the project. “Call Supply before you Buy”.
2.2
Tender Number
At the time of preparing the Tender Documents, the Project Manager must complete and
forward a Procurement Strategy Request Form (PS 12) (available from http://finsupply
(see Purchasing → Buy & Sell → Tenders) to the appropriate buyer. All areas must be
completed before a file number can be issued by the buyer. This assigned tender number
must be used on all Tender Documents and all correspondence relating thereto.
2.3
Review of Draft Tender Documents
Review of the draft Tender Documents by Law and Supply is critical to ensure documents
issued on The City‟s behalf are consistent with City standards and do not expose The City to
unnecessary risk. It is necessary to allow a minimum of fifteen (15) business days for Law
and Supply to review and provide comments on the Tender Documents.
When submitting documents:
(i) submit a HARD COPY – Provide one (1) draft set of the Tender Documents,
including the forms according to Section 1.3, send to Law Department (Contracts
Paralegal) for the purposes of their review.
(ii) submit a HARD COPY in “WORD” format – complete tender package with drawings,
send to the Buyer indicated on the Notice page.
2.3.1
Tender Closing Date
After approval of the draft, Supply Management will assign a Closing Date allowing a
minimum of fifteen (15) business days between the notification of tender availability to
contractors and the chosen Closing Date. Prior to establishing a Closing Date Supply
Guidelines for the Preparation of Tender Documents for Construction Projects v.2.0
2013 March
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Management will restrict the number of closings to three (3) per day. Construction
tenders normally close on Tuesdays and Thursdays. The Tuesday after a long weekend
should be avoided to provide time for bidders to obtain bonding.
2.4
Referrals and Questions
For questions pertaining to a specific Project when compiling the Tender Documents, or
administering the tender process, contact your designated buyer at Supply Management.
Other staff at The City who may be able to assist with the preparation of Tender Documents
include:
Deborah Barnie
- Supply Management
Jane Rushton
- Supply Management
Geoff Gilbert
- Supply Management
Earl Olson
- Supply Management
Manny Jaswal
- Supply Management
Gary Zemp
- Law Department
Brian Oliphant
- Law Department
Phil Corbeil
- Risk Manager
Marnie Rusen
- Law Department
Lori Kerr
- Law Department
Iona Saldanha
- Law Department
Monica Kosinski Noga - Law Department
Mary Anne Bendfeld - Law Department
2.5
Tender Document Printing
It is the responsibility of the Project Manager to produce and deliver hard copies of
the final tender documents including all drawings to the Law Department, and one
hard copy of the tender documents including all drawings to the Buyer in Supply
Management.
Supply Management will not advertise / post on MERX or Alberta Purchasing Connection
(APC) unless it has been provided with a bound hard copy of the document for Supply‟s file
plus a CD prepared in accordance with these Guidelines.
2.6
Distribution of Tender Documents
2.6.1
Internal and Other Agencies
The issuing Business Unit must distribute copies of the tender documents including all
drawings to the following areas:
•
•
•
2.6.2
Supply Management (Attn: Buyer) -1 complete hard copy plus 1 CD;
Client Business Unit – I complete hard copy and;
Law Department – 3 complete hard copies.
Notification of Tender Opportunities
Tender Notices will be created and posted on the Alberta Purchasing Connection (APC)
website by Supply Management.
Guidelines for the Preparation of Tender Documents for Construction Projects v.2.0
2013 March
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2.7
Distribution of Tender Documents to the Public
2.7.1
Tenders Utilizing Pre-Qualified Contractors
The City distributes RFX packages to prequalified construction contractors through MERX
Private Tenders (www.merx.com/privatetenders). Prequalified contractors who are
registered to access City construction tenders with MERX will be able to view and download
City tender documents, plans and drawings online.
Prequalified construction contractors must be registered with MERX to access City
construction tender packages as The City‟s construction tender packages will only be
distributed through MERX Private Tenders. The City no longer faxes tender notices to
prequalified contractors.
Prequalified contractors who are registered with MERX will receive tender notifications
through email from MERX. Tender notices will also be publicly advertised on Alberta
Purchasing Connection (APC) (www.purchasingconnection.ca); however, contractors must
be prequalified with The City and be registered with MERX in order to access these
documents.
The Calgary Construction Association, the Alberta Construction Association and the Alberta
Roadbuilders & Heavy Construction Association also receive notifications of City
construction tender opportunities. This provides association members with the ability to
preview construction tender documents.
MERX‟s annual subscription fee provides prequalified contractors with unlimited access and
downloads of City construction tender packages for which they are prequalified.
Tender documents, plans and drawings are distributed in PDF format and Adobe Reader is
required to open these files. Contractors can download Adobe Reader from
www.adobe.com at no cost. Contractors can also order tender packages, or parts thereof,
from MERX in a variety of formats including print, CDs and DVDs.
2.7.2
Tenders not Utilizing Pre-Qualified Contractors
Tenders not utilizing pre-qualified contractors (“open” tenders) will be posted on MERX
Canadian Public Tenders (www.merx.com).
Contractors must be registered with MERX in order to access these documents.
The Calgary Construction Association, the Alberta Construction Association and the Alberta
Roadbuilders & Heavy Construction Association also receive notifications of City
construction tender opportunities. This provides association members with the ability to
preview construction tender documents.
Tender notices will also be publicly advertised on Alberta Purchasing Connection (APC)
(www.purchasingconnection.ca);
Guidelines for the Preparation of Tender Documents for Construction Projects v.2.0
2013 March
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The Project Manager or his designate is responsible for creating and supplying the
complete tender package and drawings in PDF format on CD to Supply Management
for uploading to the MERX system.
2.8
Tender Notification and Advertising
Supply will post and distribute Notices and documents in accordance with 2.6.2 and 2.7.
If the tender requires additional or special distribution Supply Management will facilitate any
advertising and the Client Business Unit must provide the account information required to
pay for such costs. (e.g. newspaper, trade magazines, etc.)
2.9
Addenda
The Business Unit or Consultant that issued the original tender is responsible for the
creation of any addenda required. Addendum format is available electronically from Supply
Management.
The front page must be created on the approved addendum shell. The addendum shell is
available from Supply Management, contact the buyer. Additional pages if required may be
created on a blank shell.
Addendum must be received from the Project Manager or his designate for Supply and Law
Department approval and uploading a minimum of three (3) business days prior to the
established closing time and date. Any addendum not uploaded in the required lead time
may cause a revision to the closing time and date. If addendum includes drawings, revised
drawings must be received by Supply on CD in PDF format.
It is recommended that if revising schedules that a new revision of the schedule be created
and included, and that if the closing date is revised, include a new bid label. Note on the
revised schedule(s) or bid label: “Revised as per Addendum #” on the footer or header to
ensure the correct documents are submitted at tender close.
Ensure that the Law Department (Contracts Paralegal) receives three (3) hard copies and
Supply Management one (1) copy of the addendum for inclusion in the Contract Documents.
The Project Manager or his designate is responsible for creating and supplying the
complete addendum package and drawings in PDF format on CD to Supply
Management for uploading to the MERX system.
3.0
PREPARING TENDER FORMS
All tender documents, plans and drawings must also meet the requirements below to be
accepted for electronic distribution.
Final tender packages must be submitted to Supply Management in PDF format on a new
CD(s) plus a bound hard copy. Supply Management will send all construction tender
documents, plans and drawings to MERX for electronic distribution, and will be responsible
for the posting of all relevant notices and amendments.
Guidelines for the Preparation of Tender Documents for Construction Projects v.2.0
2013 March
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Document Requirements
3.1. Naming Convention
All Front End documents for tender construction projects must be saved in a file name
matching the document name. Front End documents that are downloaded from
www.calgary.ca/bids must retain their original file name – DO NOT alter the file name by
adding the tender number, date, version number, etc. For example:
Special Conditions – File Name: 04 Special Conditions of Tender
Detailed Specification – File Name: 05 Detailed Specification of Tender
Price Detail Sheet – File Name: 07 Price Detail Sheets / Schedules
Drawings
Each drawing in the package must be saved as a separate PDF file. The acceptable naming
convention for individual drawings is: 06_1 (Name of Drawing); 06_2 (Name of Drawing),
etc.
3.2. Acceptable File Types
Adobe (PDF) only
Note: Adobe Acrobat PDF Writer Version 5.05 or newer must be used to create the PDF
files. Files must not be password protected.
3.3. Acceptable Document Sizes
Minimum size: 8.5” x 11”, single or double sided
Sizes Accepted: 8.5” x 11” , 8.5” x 14” or 11” x 17” , single or double sided
Maximum size: 11” x 17”
Note: Documents smaller than 8.5” x 11” or larger than 11” x 17” must be converted to one
of the acceptable sizes identified above
3.4. Acceptable Plan (blueprint) or Drawing Sizes
One page (plan or drawing) per file
Sizes accepted: any size up to three (3) feet wide and eight (8) feet long
File types accepted: Adobe (PDF) only
Note: Each page of the plans and drawings must reference the original size that it was
created in, i.e. “Scale is Based on 22” x 34” Sheet Size”.
Note: MERX accepts documents in colour; however, MERX prints all documents, including
plans and drawings in black and white by default.
3.5. Tender Documents
All front end documents for tender construction projects must be saved in a file name
matching the document name. Front end documents that are downloaded from
Guidelines for the Preparation of Tender Documents for Construction Projects v.2.0
2013 March
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www.calgary.ca/bids must retain their original file name – DO NOT alter the file name by
adding the tender number, date, version number, etc.
01 List of Contents
Populate list of contents sheet, notate any sheets not applicable as “N/A”.
02 Notice
Populate Pre-Qualification category or categories if utilizing Pre-Qualified Contractors.
If utilizing multiple categories the use of “or” versus “and” is an important consideration.
The use of “or” indicates that any contractor on any one of the included lists can bid.
The use of “and” indicates that only contractors that are on all lists can bid.
Contact the Buyer for the latest pre-qualification lists.
If the list of Pre-Qualified Contractor categories is too large for the space provided
contact the buyer for the Word version and save in PDF format.
If not utilizing Pre-Qualified Contractors indicate “N/A as this is an Open Tender”.
(a)
Tender Number
As provided by Supply Management.
(b)
Project Title
Limited to 100 characters.
(c)
Accuracy of Work Location
Under “LOCATION”, show correct street addresses, available from the
Addressing Section of Planning and Building Approvals, Ph: 403 268-8127,
email: addressing@calgary.ca for all parts of the work.
(d)
Closing Time and Date
All Tenders will close at: 14:00:59 Calgary Time. Confirm date with the Buyer
after Supply and Law review of the draft. Tenders should be open a minimum of
fifteen (15) business days after posting.
(e)
Description of Work
Under “WORK CONSISTS OF:”, give a general description of all parts of the
work.
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(f)
Completion Date
Show COMPLETION (date) as either days or weeks from date of award or as a
specified date. Dates should be realistic so as to reduce the risk of extra costs
and disputes resulting.
(g)
Tender Enquiry Contacts
List the buyer‟s name, as all communication must go through Supply
Management.
(h)
Pre-Tender Meeting
Indicate if there will be a pre-tender meeting and populate the location, time and
date. Be cautious about making the meeting “mandatory”, for that will result in
any Tenders submitted by a firm that has not attended the Mandatory Pre-Tender
Meeting not being considered.
Indicate if there are any special instructions for the meeting: check-in with
security, wear protective safety equipment, etc
If there will not be a Pre-Tender meeting, indicate “N/A”.
(i)
Referencing Standard Specifications
The City‟s Project Manager will advise which Standard Construction
Specifications are applicable and need to be incorporated by reference into the
Tender Documents. Include all applicable Standard Specifications in the space
provided on page 2, along with a reference to the date of their most recent
edition. Indicate “NA” on the Standard Specifications that do not apply.
(j)
Consistency of Referenced Standard Specifications
Ensure that the standard specifications reference the most current version, and
that references to the standard specifications are consistent in each of:
(i)
the Notice;
(ii)
the Waiver.
(k)
Bonding Requirements
Indicate whether a Consent of Surety is required for:
(i)
(ii)
a Contract Performance Bond; or
a Contract Performance Bond and a Labour & Material Payment Bond,
by indicating “N/A” on the option that does not apply. The Labour & Material
Payment Bond is required for any projects where funding is shared between The
City and either the Provincial Government or the Federal Government or there is
no “title” on the property (e.g. roadways). Check with Supply Management if you
are unsure what type of bonding is required for your project.
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(l)
Labels
Populate the bid labels, ensure it matches the dates as specified on the Notice.
03 Form of Tender
(a)
Overview
This 3 page document contains a summary of the tender process and includes
an acknowledgement of receipt of addendum section.
(b)
Labeling
Insert project title and tender number on EACH page.
04 Special Conditions
Special Conditions are used to alter, delete, or add to provisions in the Standard
General Conditions. Where any part of the Standard General Conditions is not modified
or deleted by these Special Conditions, the unaltered provision will remain. Where in
the Special Conditions, the letters “G.C.” followed by a number appears, the reference
is to a condition by that number in the applicable version of The City of Calgary
Standard General Conditions. They are specific to the Tender Documents being issued.
DO NOT recopy the Standard General Conditions and insert in the Special Conditions.
Use caution when modifying the Standard General Conditions.
Special Conditions often include, but are not restricted to, provisions addressing the
following:
(a)
“Open” Tenders (Not Utilizing Pre-qualified Contractors)
If the tender is “open” and not utilizing pre-qualified contractors the following
documents should be requested to be submitted with the Bidder‟s Information
Sheets and listed in the Special Conditions:
S.C. XX Qualification:
This tender is open to any qualified Bidder. A Bidder must comply with the
following mandatory criteria or their bid may be rejected as noncompliant. Bidders are requested to submit the following with their
Bidder‟s Information Sheets:
1) Proof of Insurance as per G.C 3.4
2) Letter of good standing with the Worker‟s Compensation Board as per
G.C. 4.10.1
3) Proof of capability to assume the role of “prime contractor” as per G.C.
4.11.2
4) Safety management system as per G.C. 4.11.3
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5) Certificate of Recognition (COR) or approved equivalent as per G.C
4.11.4
6) City of Calgary Business License
(b)
Prime Contractor
Advise if the Contractor will not be designated as the Prime Contractor under G.C.
4.11. Please consult Supply Management and your Business Unit Safety Advisor or
Environmental Officer for qualifications and submittal criteria to be added to the
Special Conditions.
(c)
Special Insurance
In addition to the requirement of Contractor‟s Insurance (Reference G.C. 3.4), the
need for any special insurance MUST be discussed with the Law Department – Risk
Manager at 268-5405 or the Risk Analyst at 268-2417, prior to inclusion in the
document. Special Insurance may include Course of Construction insurance or if
dealing with very large projects, an Owner Controlled Insurance Program that would
include Wrap Up Liability Insurance. It is very important to talk to Risk Management
prior to including any language on insurance in the document. Also it is important to
advise Risk Management if The City has an obligation to place any insurance so that
this insurance is actually purchased. There is an application process for this. All
costs associated with specific insurance for the project will be charged back to the
project.
(d)
Course of Construction Insurance
Construction projects: A Course of Construction (or Builders Risk) insurance policy
relates to the construction (including renovation or repair) of buildings or other
structures, and insures against physical damage to the building/structure during the
course of the work, as well as the materials or equipment or both materials and
equipment to be incorporated into such building/structure. Wording that should be
used in the Special Conditions is as follows:
Special Condition #.# Course of Construction Insurance
a.
b.
c.
d.
e.
This insurance will be provided by The City of Calgary under the following
conditions:
Course of Construction insurance on All Risks Form of the total insurance value
of the property being constructed from the time contract is awarded until the date
of issuance of the Substantial Completion Certificate by the Contractor, which is
acceptable to The City.
The coverage will name The City and the Contractor(s) as Named Insureds, and
also include coverage for Sub-Contractors.
The Contractor (and not The City) will be responsible for any deductible that may
apply in this insurance policy. Any arrangement between the Contractor and the
Sub-Contractor(s) for this deductible will not affect The City.
The coverage will not insure equipment owned by, rented to, or leased by the
Contractor or Sub-Contractor(s).
This coverage will not be restricted to the job site, but shall cover property in
transit except for Ocean Marine risks.
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f.
The Contractor will not include a premium cost for this insurance in its bid.
Contracts with an estimated value of $10,000,000 or more: please contact
Risk Management at 268-2417. For these contracts, The City reserves the
right to require the Contractor to arrange for and maintain this insurance
policy, depending on available terms and rates.
For further information on Course of Construction Insurance, Risk
Management or to order coverage City Project Managers should contact
Risk Management at the following link:
Course of Construction Insurance
(e)
Work Hours
The requirement for the Contractor to work sixteen (16) hours a day without any
increase in the unit rates, or any additional compensation for overtime. (Reference
G.C. 2.19)
(f)
Traffic
Any special traffic considerations as determined by the Manager of Traffic, Roads, or
his designate. (Reference G.C. 4.21)
(g)
Completion Dates
Completion dates for portions of, or for all of the work, or both, which must be met by
the Contractor. You can either specify the number of days from the date of award, or
insert an actual date, for a completion date. Be reasonable in establishing a
completion date. Keep in mind that overly aggressive timeframes may affect
premiums and often lead to tensions and disputes.
Unreasonable completion schedule may result in poor bid response or extremely
high prices. Consider utilizing the Additions and Deletions to Contract Sheets for
alternate completion dates.
(h)
Maintenance Periods
Unless modified by a special condition, the maintenance period will be two (2) years
as per G.C.4.44.1. Note that maintenance periods on all sewer, waterworks, and
streets projects are normally two (2) years.
Any extended warranties should be highlighted (5 years for galvanizing, bearings,
expansion joints, 10 years for special coatings). Confirm whether landscape
maintenance is for one growing season or for 2 years.
(i)
Liquidated Damages
Liquidated damages are a genuine pre-estimate of the amount of damages that The
City would suffer if the Contractor fails to meet the completion date or other material
milestones. (Reference G.C. 3.13.)
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If liquidated damages are to apply, this must be specified, and the applicable rate or
amount must be identified in the Special Conditions. It is important that damages are
pre-estimated as reasonably and accurately as possible. If a court determines that
the pre-estimate of damages was unreasonable, arbitrary or oppressive, it may
decide the liquidated damages are unenforceable. On the other hand, if it turns out
that The City actually suffers a loss in excess of the amount of stipulated liquidated
damages, a court may limit The City‟s recovery to the amount of liquidated damages
stipulated, despite the fact that the loss to The City exceeded that amount.
Before placing a requirement for liquidated damages in a tender, consult with Supply
Management and Law Department regarding the proposed liquidated damages. It is
good practice to have on file a calculation or other justification of the basis of any
liquidated damages.
(j)
Sub-soil Conditions
Special Conditions addressing applicable sub-soil conditions should be included
when a tender pertains to structures, in order to address possible changes in the
subsurface conditions. If an Environmental, Hazard Assessment or Geotechnical
Report has been prepared, the document should be included in the tender package
as part of the Project Specifications. (Reference G.C. 2.13.2)
(k)
Location Service
The phone numbers for the field location service should be included, where pipelines
and other underground utility installations (including, without limitation, electricity
lines, cable, telephone lines, streetlight wiring, water mains, sewer mains, and gas
pipelines) can be expected to be encountered. In addition to these telephone
numbers, the numbers to be contacted in the event of any disruption, contact or
interference with any pipeline or utility should also be added by Special Conditions.
(Reference G.C. 4.29)
(l)
Safety Policies
All documents that contain references to Departmental Safety Policies that may
apply to the work are required to be included by Special Conditions. (Reference G.C.
4.11)
(m)
Disposal Sites
Where applicable, designated disposal sites for waste materials must be included.
(Reference G.C. 4.35.8)
(n)
Basis of Award
If the Basis of Award for your tender deviates in any way from the traditional lowest
compliant bid scenario and is not appropriately or accurately addressed by the Basis
of Award statement on the Separate Price Schedules for Additions and Deletions,
this MUST be discussed with the Buyer and the Law Department representative
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involved. Appropriate and concise wording is to be communicated in the Special
Conditions. It is strongly recommended to utilize the Deletions to Contract sheet or
add G.C. 2.9.5 to the Special Conditions to add flexibility to the Tender in case all
bids are over the project budget. If utilizing G.C. 2.9.5 the budget must be disclosed.
(Reference G.C, 2.9.5, G.C.2.9.6, Supply Management Clause Library)
(o)
Cash Allowance
When applicable, the cash allowance is to be itemized in the Special Conditions.
(Reference G.C. 1.1.5). Enter this amount on the Summary for Form of Tender
(Yellow Sheet) and Summary for Form of Tender Alternate Bid (Goldenrod Sheet), if
applicable.
Example:
Cash Allowance Description
1) Irrigation Controllers (City Corporate Contract Price)
2) Cranes fee for removal of 2 existing cranes, and supply
and installation of new cranes:
3) Fee for removal of existing air compressor, and supply
and installation of new compressor and accessories,
not including HVAC or electrical:
Total Cash Allowances:
(p)
Amount
$5,000.00
$79,757.00
$18,000.00
$102,757.00
Length of Agreement reference (G.C.3.16.1)
The City of Calgary recognizes that there are opportunities for cost avoidance for
both The City and the Contractor. Therefore The City of Calgary is interested in
pursuing longer term contracts, if it is appropriate. Contact the Buyer involved on
your project to discuss this option and the parameters that would be applicable. (e.g.
option to renew vs. clause 3.16.2 of the Standard General Conditions).
Example:
"The City may negotiate with the successful Bidder for an additional, similar
scope of work at _(location)_ with an anticipated value of $_(value)_ and
when mutually agreeable award the additional scope of work. In exercising
this option, The City may consider various factors including but not limited
to; funding availability, The City's evaluation of the successful Bidder‟s
performance and all necessary internal approvals.
Pricing offered on the bid originally accepted will be used as a basis for
negotiating costs of the additional scope of work."
(q)
Security
When applicable, indicate if special security clearance is a requirement for the work
site or if there are special security requirements for the work site.
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(r)
Escalator Clauses
If there are delays from tender award to supply and install of price volatile materials
or commodities, consider the inclusion of price escalator / de-escalator clauses.
(Supply Management Clause Library)
Example:
ASPHALT CONCRETE PRICE ADJUSTMENT
The asphalt concrete pricing in this Contract will be adjusted by using the
design asphalt cement content of the mix being used as per City of
Calgary Standard Specifications Roads Construction and the change in
price for the asphaltic cement, whether increased or decreased, from the
tender price to determine the cost difference per tonne of asphalt concrete.
The tender price for asphalt concrete will be based on the (Month Year)
rack price for asphaltic cement.
Any adjustment to the Asphalt Concrete pricing will be paid for within the
Contingency Allowance item as contained within the Summary for Form of
Tender (Yellow Sheet).
The Contractor is responsible to submit the following information on the
Bidder‟s Information Sheets:
The name of the supplier of asphaltic cement used in this contract.
The rack price per metric tonne of asphaltic cement (delivered to Calgary) as
of (Month Year). This will be used as the base price.
The rack price per metric tonne of asphaltic cement (delivered to Calgary) on
the first day of each month that asphalt is placed in this contract. The price
adjustment for asphalt concrete will be calculated on the first of each
month for the asphalt concrete placed that month. All pricing information is
strictly confidential.
Example (in the case of an increase in the price of asphalt cement):
Original price of asphaltic cement submitted with the tender = $260.00
Current price on the first of the month.
= $280.00
Difference in price/tonne.
= $20.00
Mix "B" Asphaltic Cement content is 6% x $20.00 = $ 1.20/tonne of asphalt
concrete increase.
Note: Calculation procedure is similar for a decrease in the price of
asphaltic cement.
The asphalt concrete price adjustment, calculated as indicated above,
cannot be increased for administration, overheads and profit.
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(s)
Permits, Licenses, Leasehold Improvements, “Title” and Access Agreements
Indicate who is responsible for acquiring permits (Development, Building,
Department of Fisheries and Oceans, easements, leasehold improvement approval,
land or property acquisition, access agreements, etc.), and if the award of the project
is dependent on their successful and timely acquisition.
If The City does not have “title” of the facility or land verify the owner or property
manager has reviewed and approved the tender before issuing the documents, In
the instances where mandatory criteria from the owner or property manager are
indicated, the criteria will need to be included in the documents.
(Reference G.C. 3.15)
It is strongly recommended that these items should be arranged and in place before
the project goes out to market as this will avoid delays in award or potential claims.
(t)
Non Disclosure Agreements
Indicate if a Non Disclosure Agreement is required for this tender. (e.g.
confidentiality, proprietary or critical infrastructure). Consult Law Department
representative and Corporate Security.
(u)
Special Payment Clauses
Indicate if payment terms other than G.C. 6.6 Application for Payment, are to be
utilized. (progress payments, long lead materials, deposits)
(v)
Sub – Contractors
Supply Management strongly discourages requiring prequalified prime contractors as
subcontractors on City of Calgary construction projects.
In the instance where the scope of work to be completed by subcontractors is
complex and critical to the success of the project, a separate technical
prequalification specific to that scope of work should be issued by The City for the
subcontractors. This prequalification should be open to all contractors to submit their
qualifications.
If the prime contractor has to utilize mandatory pre-qualified sub-contractor list(s),
include the lists in the Special Conditions. (References: G.C. 1.1.44, G.C. 2.15, G.C.
4.31, G.C. 4.32, Supply Management Pre-qualified Contractors List). Discuss their
inclusion with the Buyer.
(w)
Special Provisions
Indicate if the inclusion of additional information (Employee credentials, ECO Plan,
etc.) are required to be submitted by the Tenderer. To avoid tender non-compliance
it is recommended that any special provisions are to be submitted with the Bidder‟s
Information Sheets.
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(x)
Heritage Buildings and Historical Resources Act
Ensure that all requirements of the Historical Resources Act are complied with and
compliance with City policies. (Reference G.C. 4.9)
(y)
Non-Resident Withholding Taxes
Services in Canada by a non-resident may be subject to Non-Resident Withholding
Taxes (NRWT) pursuant to the Canadian Income Tax Act. (Reference G.C. 6.11).
For further information consult Finance and Supply:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/tax/Pages/Default.aspx
(z)
Harmonized Sales Tax (HST)
The City of Calgary is NOT able to recover the provincial portion of any HST paid (as
it does for the 5% GST) so it is important that our suppliers follow the recommended
rules to minimize HST costs. For further information consult Finance and Supply:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/tax/Pages/Default.aspx
(aa)
Purchases in Foreign Currencies
If there is a significant foreign currency procurement consider adding a procurement
and hedging statement in the Special Conditions. If the procurement is a long lead
time item in a foreign currency, there may be financial risk to The City due to
currency exchange rate fluctuations. For further information on foreign currencies
contact Finance.
If the procurement is complex or of a high dollar value discuss with Supply, Law and
Risk Management the consideration of a performance security.
(bb)
Conflict of Interest
Dependent on the procurement, there may be instances where the Tenderers may
have to team with other firms. Consider the inclusion of an exclusion list to the tender
that would eliminate potential conflicts of interest with firms or individuals already
engaged in the project. (Reference G.C. 4.47)
(cc)
Bid Validity
Specify if a non-standard (60 day) bid validity is requested in the bid.
(dd)
Additional Requirements
Identify if there are any special or unique requirements to the project such as
Tangible Capital Asset (TCA) reporting requirements.
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(ee)
Submission of Price Schedules
Indicate in the Special Conditions if the Price Schedules are to be submitted with the
Summary for Form of Tender (Yellow Sheet) at time of close or to be submitted with
the Bidder‟s Information Sheets (22 hour sheets).
It is recommended that lengthy price schedules are to be submitted with the Bidder‟s
Information Sheets to simplify what is required of the Bidder and thus reduce the risk
of non-compliance.
(ff)
Approvals of Materials or Equipment
The City cannot single or sole source materials or equipment without an approved
business case. If the specifications call for the use of “trade name” materials,
services or equipment consider adding to the Special Conditions:
S.C.XX Approval of Materials or Equipment
All approvals of materials or equipment will comply with G.C.3.12
05 Project Specifications
The specific technical requirements applicable to the Tender must be set out in this
section of the Tender Documents.
Note: DO NOT use the terms “Special Condition” or “Supplementary Condition” in this
section, and do not alter or repeat any of the Standard General Conditions or the
Special Conditions in the Project Specifications. Do not include bid submission criteria
in the specifications as this may lead to non-compliance and bid rejection. Do not
include minimum experience criteria in the specifications. Specifying materials or
equipment must comply with G.C. 3.12 as single or sole sourcing is not allowed without
an approved business case.
The Project Specifications should detail the specific technical requirements of the work
and include all applicable Standard Specifications, Design Guidelines and City Policies
(LEED, SEEPP, Water Management Strategic Plan, ECO Plan, Calgary Corporate
Accessibility Policy, Erosion and Sediment Control, Tree Protection Bylaw, etc).
It is the responsibility of the Project Manager to ensure compliance with all
applicable Federal and Provincial legislation, regulations and codes, as well as all
applicable municipal bylaws, standard specifications, design guidelines, and
policies.
06 Tender Document Drawings
For questions regarding the authentication requirements of documents, plans and
drawings, please contact:
Jennifer Enns, P. Eng.,
Engineering Professional Practice, Infrastructure and Information Services
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Phone: 403-268-1765, Email: Jennifer.Enns@Calgary.ca
Note: Each page of the drawings is to be saved as a separate PDF file. Drawings must
be provided on CD. Refer to Section 3.0 for further information.
06.1 Standard Drawing Sizes and Materials
A. Sheet Sizes
Precut sheets to be metric A1 (594 x 841 mm) and not to
exceed metric A0 (841 x 1189 mm)
If using imperial paper stock precut sheet to be 22" x 34"
(560 x 860 mm)
B. Sheet Material
C. Title Block
The borders should have a minimum width of 20 mm on the
left hand side (binding side) and 10 mm on the other
three sides of the trimmed sheet
minimum 3 mil polyester matte both sides or vellum
paper (minimum 1020H Clearprint or equivalent)
-
-
-
Preprinted title block
Locate in the lower right hand corner of the sheet
Additional information, such as, drawing status,
revision block, Engineers stamp, contractor and subcontractor name etc. may be shown either along the
bottom of the sheet or vertically along the right hand
side of the sheet (Title column)
The consultants name and sub-consultants name are
to appear on the sheet.
The City of Calgary Business Unit name and City Logo
to appear in the title block
A sample of the precut sheet 22" x 34" and The City
Logo may be obtained by contacting The City of
Calgary, Infrastructure and Information Services.
Consultants may use their own title block as long as
The City logo and the City Business Unit are indicated.
06.2 Preparation of Drawings
Note: Name of Contract is required on all drawings.
A. Sheet Layout
All drawings shall be in metric units in accordance with
SI standards approved by the Standards Council of
Canada
North arrows to be shown on all appropriate drawings
on the top right hand corner of the drawing.
A metric symbol and a note designating the units of
dimensioning shall be shown on all drawings.
All drawings are to be of sufficient quality for reduction
to half size and microfilming.
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B. Lettering
-
-
-
C. Scales
-
D. Detail
-
Architectural and Structural drawings may be in pencil
with free hand lettering.
Road, utility or trackbed drawings are to be inked and
produced in Leroy font or equivalent lettering style
which should be open, of good density, well spaced,
Vertical Gothic style, single stroke and upper case. The
minimum height of lettering shall be 3 mm, but where
practicable, larger size letters to be used.
Use black India ink on all inked drawings.
Lettering must be in accordance with C.G.S.B.
(Canadian
Government
Specifications
Board)
microfilming standards CAN2-72.7 - M78 Drafting
Requirements For Drawings to be Microfilmed
Vertical upper case lettering is preferred for most
drawings.
Lettering sizes for Arch/Structural drawings is as
follows:
(a) 3 mm-notes, dimensioning and descriptions
(b) 4 mm-subtitles
(c) 5 mm-main titles
Use metric scales in accordance with SI standards
Bar scales to be used on Roads, Utilities, and
Trackbed contracts.
For Structures and Facilities, Corporate Properties
Group projects, referencing of details and detail
identification shall follow the standard three-number
convention, with the top number being the detail
number, the left-hand showing the drawing number on
which the detail is referred to, and the right-hand
number being the drawing number on which the detail
appears.
06.3 Contracts That Include Utility Construction
A. Standard Drawing
Specifications
B. Preparation of
Drawings
C. Standard Block
Profile Specifications
-
refer to 3.06.1
-
refer to 3.06.2
-
block profile drawings are required for all utility
installations, road works, land and utility right-of-ways
included in the contract. Block profile drawings to
confirm to The City of Calgary Standard Block Profile
Specifications Guidelines
A copy of the Standard Block Profiles Specifications
Guidelines is available from The City of Calgary,
Infrastructure and Information Services.
Where metric units are used, all elevations shown are
to be in metric geodetic datum (City elevations feet +
35.56 feet) x 0.3048
-
-
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06.4 Sequence of Drawings
06.4.1
Road and Trackbed and Bridge Construction Contracts
06.4.1(a) Roads and Trackbed
Drawings Sequence
1. Cover Sheet
2. Key Plan
3. Index
4. Legend
5. Detours & Staging
6. Land Plan, Profiles
& Testholes
7. Alignment Details
8. Grading &
Pavement Details
9. Pavement
Elevations
10. Typical Sections
11. Drainage &
Utilities
12. Structures
13. Electrical
Drawing Contents
-
City of Calgary Logo
Consultants name
Name of Contract
Contract Number
City Tender No.
Date (e.g., 2010)
Show area involved, identify
Street names
Limits of Contract
Indicate all drawings
Drawing numbers as on drawing to be shown
Drawing description or title to be indicated
Symbols, etc.
Site Plan
Stages of detours
Indicate land areas not resolved
Show profile details and intersection changes
Show location of testholes and refer to testhole data by
materials testing consultant
Site Plan showing drawing location
Show coordinate details
Site Plan showing drawing location
Detail Drawings
Site Plan showing drawing location
Detail drawings
Show road sections
Trackbed Sections, etc.
Site Plan showing drawing locations
Show existing and proposed utilities
Block Profile format (City standard drawing)
Include site location
Retaining wall details, footings, stair details, piles, etc.
Typical Sections
Manholes, outfalls, syphon, chambers
Railway Crossing, special details
Includes Traction Power
Underground distribution, overhead distribution, street
lighting and ducts
06.4.1(b) Bridges and Structures
Drawings MUST correspond to the sequence as per the "Design Guidelines for the
Design of Bridges & Structures" issued by Transportation Infrastructure. A further
breakdown of the drawing sequence is as follows:
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Drawing Sequence
Drawing Contents
1. Cover Sheet
3. Structural
-
City of Calgary Logo
Consultants Name
Name of Contract
Contract Number
City Tender Number
Date (e.g., 2010)
All drawings to be indicated
Drawing numbers as on drawing to be shown
Drawing description or title to be included
Drawings to follow this order
a. Site Plan
b. General Arrangement
c. Information Drawings*
d. Data Sheets
e. Hydro-technical Information
f. Geotechnical Information
g. Foundation Layout
h. Foundation Details
i. Abutments- Plan & Elevations
j. Abutments- Details & Reinforcements
k. Piers- Plan & Elevations
l. Piers- Details & Reinforcement
m. Girder Layout
n. Girder Details & Reinforcement
o. Diaphragms
p. Bearing - Layout
q. Bearing Details
r. Deck Layout
s. Deck Details & Reinforcement
t. Expansion Joints
u. Approach Slabs
v. Bridge Barriers- Layout & Reinforcement
w. Guardrail/Handrail Layout
x. Guardrail/Handrail Details
y. Slope Protection
z. Miscellaneous Details
aa. Landscape Details
bb. Electrical**
cc. Retaining Wall Layout
dd. Retaining Walls Details
4. Electrical**
-
5. Information*
Drawings
-
Drawings to follow this order
a. Electrical Layout
b. Electrical Details
Drawings‟ title: “Information Drawing- a. through e., as
shown below and as applicable
a. Existing Utilities
b. Detour Stages
c. Alignment Details
2. Index
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d. Grading & Paving Details
e. Pavement Elevations
06.4.2
Corporate Properties Construction Contracts
Drawing Sequence
Drawing Contents
1. Cover Sheet
2. Rendering
3. Site Plan & (KeyPlan)
4. Index
Note: Can go on
Cover Sheet for smallprojects
5. Legend
6. Architectural
Drawings
7. Structural
Drawings
-
8. Mechanical
Drawings
-
City of Calgary Logo
Consultants Name
Name of Contract
Contract Number
City Tender Number
Date (e.g., 2010)
Show area involved identify sheet number
Limits of contract
All drawings to be indicated
Drawing numbers as on drawing to be shown
Drawing description or title to be indicated
Symbols, etc.
Drawings to follow this order
a. Site Plan, landscaping plan, Utility plan or
combination and schedules
b. Basement Plan
c. Ground Floor Plan
d. Upper Floor Plan
e. Roof Plan
f. Building Elevation
g. Building Sections
h. Wall Sections
i. Interiors Elevations (Washrooms counters, etc.)
j. Details (Benches, frames, connections, joints,
flashing, etc.)
k. Room finish schedule
l. Door schedule (Frame and Hardware)
m. Miscellaneous details
Drawings to follow this order
a. General Notes
b. Foundation Plan Details
c. Column Schedule
d. Ground Floor Framing Plan
e. Upper Floor Framing Plan
f. Roof Framing Plan
g. Framing Elevations
h. Details
Drawings to follow this order
a. Site plan & Schedules
b. Heating, Ventilating, and Plumbing
c. Plumbing and Piping
d. Mechanical Room Details
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9. Electrical Drawings
06.4.3
-
e. Miscellaneous Details
f. Fire Protection System Layout
Drawings follow this order
a. Site plan & legend
b. Lighting
c. Power
d. Electrical details
e. Telephone and Intercom systems
f. Fire alarm & security systems
g. Public address system
h. Grounding system
i. Special detail drawings
Sewer Construction Contracts
Drawing Sequence
1. Cover Sheet
2. Legend Sheet
3. Route Plan
4. Block Profile
Drawing Contents
- City of Calgary Logo
- Consultant's Name
- Name of Contract
- Contract Number
- City Tender Number
- Year (e.g., 2010)
- Microfilm Number
- Utility Legend
- Showing all Utility Symbols used on Block Profile
- Microfilm Number
- Contact Utility Notes & Phone Numbers
- Show area involved
- Identify all Street Names & Section Numbers
- Show proposed Sewer Line(s), their sizes and limits of
contract
- Drawing location and number
- North arrow & Key Plan
(Upper Right Hand Corner showing surrounding area).
- Drawing Number
- Microfilm Number
- Contract Name
- MH. Numbers
- Line Assignments
- Direction Flows
- Use #1 pen and 120 temp. for all dimensions, manhole
coordinates, manhole numbers, notes (etc.)
- Use 0.80 mm (No. 3) pen for all prop.
sewer lines & catch basin leads.
- Tie all manholes to P.L.
- Give manhole coordinates (sea level)
- Tie all sewer line to P.L.
- Size of Pipe
- Size of catch basin lead
- Location of catch basin
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-
-
Location of catch basin
C.B. tied by center line station
(Street Contract only)
Northing and Easting grids (if not on Block Profile)
Caution arrow at utility crossing
Invert and location of utility crossing in profile
Manhole type and size
Inverts of incoming and outgoing sewer pipes
Top of pipe
All design data for pipe
Length of pipe
Size of pipe
Slope of pipe
Class of pipe
Des. Q. of pipe
Cap of pipe
Vel of pipe
Class of bedding
Is it S.R.C.?
Does it have M.J. or R.G.?
Sheet No. (same as shown on route plan)
Title
Microfilm No.
All information (for contract) is shown on Block Profiles
(same as above)
For government drawing
Profile drawing showing
Location of inlet and outlet chambers, type and size
Width of river
Min. cover over syphon
Length of pipe
Water elevation
Date of water elevation
Top of pipe
Inverts of pipe
Angle of deflection
Pipe detail showing section of pipe
Type of pipe
Site plan showing legal and location of river crossing
Scale of syphon
Hor 1:100
Ver 1:100
Scale of site plan
1:4800 (put in upper right
hand corner of plan)
Chamber details are shown on detail drawings
Microfilm number
-
(For contract) all information is shown on block profile
Microfilm number
-
5. River Crossing
Drawing
Note: The River
crossing drawing
requires government
approval before
construction can start.
-
-
6. Railroad Crossing
Drawing
Note: A special
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drawing must be
prepared for railway
approval
7. Detail Drawings
-
06.4.4
This would include drawings such as outfalls, special
manholes, inlet, outlet manholes, duct details (etc.)
Microfilm number
Waterworks Construction Contracts
Drawing Sequence
1. Cover Sheet
2. Index Sheet
3. Key Plan
4. Route Plan
5. Plan & Profile
6. Valve Chamber
Drawings
7. Traffic Control
Drawings
8. Test Hole
Drawings
9. Pipe Fabrication
Drawings
Drawing Contents
- City of Calgary Logo
- Consultant's name
- Name of contract*
- Contract number
- City Tender number
- Year (e.g., 2010)
- Field note number
- Indicate all drawings
- Drawing numbers as on drawing to be shown
- Drawing description or title to be indicated
- Show overall area including major streets
- Identify major street names and section numbers
- Show northing and easting if possible
- Show prop. water and limits of contract
- Identify all street names and section number
- Show station details
- Show prop. water and limits of contract
- Contact utilities at crossing note c/w "name and phone
number"
- Legend c/w abbreviations
- Use 1.0 mm (No. 4) pen for water
- Line assignment
- Station details
- Sea level coordinates for bends, start and end of
proposed water
- Northing and easting grids
- True length on profile
- 20 m overlapping
- Caution arrow at utility crossing
- Invert elevation of utilities at crossing
- Details
- Structural drawing c/w details and general notes
- Mechanical drawing c/w key plan and material list
- Route plan showing limits of drawings
- Detail drawings showing Construction area, direction of
traffic flow and lanes
- Route plan showing location, number and depth of test
holes
- Layout drawings showing street details and street names
- Detail drawings
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10. Railroad Crossing
Drawing
11. River Crossing
Drawing
12. Cathodic
Protection
Drawings
-
Showing plan, profile, section and site plan
-
Showing plan, profile, section and key plan
-
Show existing utilities and proposed water c/w caution
arrows at crossing
Location of anode bed c/w total number, type, depth and
spacing of anodes.
Location and specification of wires, rectifier and watering
pipe
Site plan if required
Legend
-
Note: Name of Contract is required on all drawings.
06.5
General Information and Procedures
06.5.1 General Information
All elevations provided by The City of Calgary, Infrastructure and Information
Services, Legal Control Survey Section, concerning Alberta Survey Control
Monuments are to geodetic datum.
All coordinates will be referenced to the Alberta Survey Control Network and will be
referred to the 3TM mapping projection and the 1983 North American Datum
(NAD83)
Copies of all block profiles of existing utilities and engineering design drawings on file
may be picked up at The City of Calgary, Infrastructure and Information Services.
Infrastructure and Information Services or the Project Manager should give guidance
and direction to the Consulting Engineer in the preparation of contract drawings.
Drafting standards for road and utility contract drawings must conform to the Urban
Highway Designs Guide, Province of Alberta book, presently being used by The City
of Calgary, Infrastructure and Information Services.
Architectural and Structural Contract Drawings must conform to CAN3- B78.3-M77
Building Drawing Standards developed by the Canadian Standards Association
(C.S.A.)
For tenders issued by Building Infrastructure, where drawings consist of four sheets
or less, drawings should be folded to 8 1/2 X 14".
06.5.2 Notes on Drawings
The following notes are to be clearly shown on all Drawings which show work to be
done on water or sewer lines as applicable:
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"The Inspection Section of Water Services, 403-268-4385, must be given forty-eight
(48) hours advance notice prior to the Contractor carrying out any work on the water
distribution system.
"All work on the water distribution system must be in accordance with the latest
edition of The City of Calgary Standard Specifications, Waterworks Construction".
"The Inspection Section of Water Resources, 403-268-4385 shall be given forty-eight
(48) hours advance notice prior to the Contractor carrying out any work on the sewer
system
"All work on the sewer system must be in accordance with the applicable edition of
The City of Calgary Standard Specifications, Sewer Construction.
06.5.3 Detours (Reference G.C. 4.21)
a)
Calgary Transit must be given a minimum of forty-eight (48) hours advance
notice of any minor detours. All major detours or route alterations require three
(3) months advance notice. Calgary Transit is to be notified by the Business
Units of any changes in the proposed work schedule and construction program
on any projects which may affect them.
b)
Traffic Assessment must be given a minimum of forty-eight (48) hours advance
notice of any minor detours or proposed traffic disruptions.
07 Price Schedule
In the Special Conditions indicate whether the Price Schedules are to be submitted with
the Summary for Form of Tender (Yellow Sheet) at time of close OR to be submitted
with the Bidder‟s Information Sheets (22 Hour Sheets).
It is recommended that lengthy price schedules are to be submitted with the Bidder‟s
Information Sheets to simplify what is required of the Bidder and thus reduce the risk of
non-compliance.
Include the project specific Price Schedule after the Special Conditions and Drawings
along with any applicable Separate Price Schedules. Insert a summary sheet after the
schedules. Please ensure that the price schedules are clearly legible and provide ample
room for prices to be entered.
The project specific Price Schedule, Separate Price schedules for additions and
deletions and Summaries for Form of Tender (Yellow and Goldenrod) are to be
prepared by the Project Manager or their designate. Separate Price schedules for
additions and deletions and Summaries for Form of Tender (Yellow and Goldenrod).
If a Price Schedule is not utilized, populate the Bid Breakdown sheet to be used for
purposes of progress payments during construction. (Reference G.C. 6.1).
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08 Separate Price Schedules
Separate Price Schedules are optional forms and accordingly they each require an
explanation of their effect on the Basis of Award.
The Separate Prices – Deletions to Contract Schedule and Additions to Contract
Schedule should be used when you wish to solicit a price relative to an item or scope of
work that is considered desirable, but not essential, to the project. Such schedules can
be used for flexibility to reduce the scope of work to stay within the approved budget or
to add optional items in case of favourable bids under budget. These schedules can
also be used to ask for pricing based on different completion dates. The use of these
sheets is highly recommended as the best way to add flexibility to the tender. The
City will only consider additions to or deletions from the base bid of the lowest base
compliant bid. (Reference G.C. 2.9.6)
With the exception of the standard separate price schedules referred to above, if the
Basis of Award for your tender deviates in any way from the traditional low bid
scenario, this must be discussed with the Buyer and Law Department representative
involved and clearly communicated in the Special Conditions.
09 Summary for Form of Tender (Yellow Sheet) (Reference G.C. 2.5)
(a)
Completing the Form of Tender
Complete all relevant sections, if not applicable indicate “N/A”.
(b)
Labelling
Insert project title and tender number.
(c)
Populate Schedules
Populate schedules, ensure they match the Price Schedule if created. If no
schedules were created, indicate Schedule “A”.
(d)
Contingency Allowance
Populate the Contingency Allowance. The Contingency Allowance is generally
10% of the contract value however can be other amounts as determined by the
assessed risk to the project. The Contingency Allowance must be inserted on
the Summary for Form of Tender page and NOT in the Price Schedule. The
Contingency Allowance is intended solely for non specific extra items that, based
on experience, may or may not have been anticipated and may or may not
materialize but are not included in the scope of Work. (Reference G.C 1.1.9,
G.C. 6.4, G.C. 6.5)
(e)
Cash Allowance
Populate the Cash Allowance. If not applicable, indicate “$0.00”. If a Cash
Allowance is applicable to the project, it must be inserted on the Summary for
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Form of Tender page and NOT in the Price Schedule. A Cash Allowance is
used to incorporate specific scopes of work or materials to be included in the
Total Tendered Price but which have yet to be designed or clarified, or The City
will provide at a known cost (e.g. ECO Plan, City Corporate Contracts). Cash
Allowance must be detailed in the Special Conditions. (Reference G.C. 1.1.5,
G.C 6.4).
10 Summary for Form of Tender for Alternate Bid (“Goldenrod”)
The Goldenrod should always be included unless alternates will not be considered. The
City will only consider an alternate bid from the lowest base compliant bid. (Reference
G.C. 3.6)
Note: If alternates to a specified design will not be considered, this MUST be declared
in the Special Conditions referencing and negating G.C. 3.6. Additionally, the Summary
for Form of Tender for Alternate Bid (Goldenrod Sheet) should be populated “N/A” in the
tender package.
If the “Goldenrod” Sheet is included, populate as per The Summary for Form of Tender
(Yellow Sheet).
11 Bidder‟s Information Sheets
Note: These six pages are to be provided by the Bidder within 22 hours of Tender
close.
(a)
Completing the Bidder‟s Information Sheets
Insert the Project Title and Tender Number on each page, also populate the
label. Include all pages. If any pages are not applicable, type “NOT
APPLICABLE” in the body of the form. (Do not omit pages that are not
applicable.)
(b)
Bid Breakdown
If separate Price Schedules are not utilized, the Bid Breakdown sheet should be
populated to be utilized as a basis for determining progress payments.
(Reference G.C. 2.7)
(c)
Surety‟s Agent Information
Utilized for advising the Surety in the event the Tenderer they represent is
awarded a contract.
(d)
List of Equipment
Utilized for reviewing if the equipment is suitable for its intended purpose.
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(e)
Sub-Contractors/Suppliers List
Utilized for reviewing the sub-trades and material suppliers the Tenderer intends
to utilize on the project. If in the Special Conditions or Project Specifications
specific material or sub-trades are indicated, they should appear on the list
supplied by the Tenderer. (References: G.C. 2.15, G.C. 4.31)
(f)
Statement of Source of Material Supply
Tenderer to advise source of materials for the project so that testing can be done
on the materials. (Reference G.C. 4.27)
12 Contractors Environmental Acknowledgement Form (Reference G.C 4.35.1)
(a)
Overview
All tender documents for construction projects must include The City website
reference for the acquisition of the Contractor Environmental Responsibilities
Package (CERP). Link: www.calgary.ca/bids
The Contractor Environmental Acknowledgment Form is part of the tender
package for contractor review, signature and return with their bid package.
(b)
Labelling
Insert tender number.
13 Prime Contractor Management Status (Reference: G.C. 4.11)
(a)
Completing the Prime Contractor Management Sheets
Insert the Project Title and Tender Number on each page. Include all pages. If
any pages are not applicable, type “NOT APPLICABLE” in the body of the form.
(Do not omit pages that are not applicable.)
If utilizing Pre-Qualified contractors, it is only necessary for Tenderers to
populate the single page (1 of 1) that addresses specific personnel to be
assigned to a specific project. (Reference G.C.4.11).
If not utilizing Pre-Qualified Contractors, include the 3 pages of the Prime
Contractor Management Structure sheets. Please consult Supply Management
and your Business Unit Safety Advisor for qualifications and submittal criteria to
be added to the Special Conditions.
14 Bid Bond
(a)
Inclusion of Forms
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As per City policy, all City construction projects are required to be Bid Bonded,
therefore all Tenderers are required to submit a Bid Bond from a Surety
Company in the amount of not less than 10% of the Total Tendered Price with
their Bid. The City may accept other forms of bid security as indicated in G.C.
2.6.2. (References G.C. 2.6, G.C. 2.6.1)
(b)
Labelling
Insert project title and tender number on EACH page.
15 Consent of Surety to Furnish Bonding
(a)
Inclusion of Forms
As per City policy, all City construction projects are required to be Performance
Bonded, therefore all Tenderers are required to submit a Consent of Surety from
a Surety Company in the amount of not less than 50% of the Total Tendered
Price with their Bid.
In cases where the Labour & Materials Payment Bond form is not required, it
(and the corresponding “Consent of Surety for Performance Bond & Labour and
Materials Bond” form) should be marked “not applicable”. (see also Guidelines
reference 3.5 02 (k) Notice for additional information). The City may accept
other forms of performance security as indicated in G.C. 3.3.2. (References
G.C. 3.3, G.C 3.3.2)
(b)
Labeling
Insert project title and tender number on EACH page.
16 Performance Bonds
(a)
Inclusion of Forms
As per City policy, all City construction projects are required to be Performance
Bonded in the amount of not less than 50% of the Total Tendered Price, all
forms in the package are to be included for all projects.
In cases where the Labour & Materials Payment Bond is not required, it (and the
corresponding “Labour and Material Payment Bond” form) should be marked
“not applicable”. (see also 3.02 (f) for additional information). (Reference G.C.
3.3)
The successful Tenderer will be notified by the Letter of Award issued by the
Buyer in Supply Management to furnish the bonds, WCB clearance letter, proof
of insurance, other documents that may be specified in the Tender, and signed
Waiver to the Law Department.
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(b)
Labelling
Insert project title and tender number on EACH page.
17 Waiver Form
Note: To be executed by the successful Tenderer only, The Law Department or Supply
Management will contact the Contractor directly to obtain after The Letter of Award is
issued. (Reference Guidelines 4.2. (d) Award Procedures)
(a)
Labelling and Numbering
(i)
Insert Project Title and Tender Number at the top of Page 1;
(ii)
Complete this document by inserting the documents which are
incorporated by reference along with the year of their most current or
applicable version (e.g. Standard Specifications Road Construction 2013).
Any listed Standard Specifications that do not apply should be marked
“N/A‟. If the Force Accounts Rates are not applicable to the project, they
may also be marked “NA”.
Note: Further to 02(d), the Standard Specifications referenced on page 2 of the
Notice must be consistent with the Standard Specifications referenced in the Waiver
and in Article 1 of the MOA.
(b)
Standard General Conditions (Reference G.C 1.1.26)
Inclusion
The Standard General Conditions (latest version) must always be incorporated
by reference in the Notice, Waiver and the MOA. Under no circumstances may
the Standard General Conditions be deleted or reworded.
18 Memorandum of Agreement
A sample Memorandum of Agreement (“MOA”) is always placed last in the tender
document. It is only a sample of the form of document that the Contractor and The City
are expected to finalize and sign.
4.0
CLOSING AND AWARDING OF TENDERS
4.1
Closing of Tenders, Evaluation and Award Recommendation
All Tenders will close at the office of the Manager of Supply Management on the date and
time stipulated in the Notice to Tenderers, or as might be changed by addendum.
The City of Calgary will publicly open tenders immediately after the closing time, bid
compliance is not checked at the time of tender opening. Late bids will be returned to the
bidder unopened by Supply Management.
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The following “Awarding” procedures will be followed:
(a)
Supply Management will check all bids for compliance and tabulate all tenders. They
will note these tabulations and place any remarks in Parts „A‟ of the Bid Summary
and Approval Form (BSA). No copies will be provided until Supply has completed its
compliance review of the bid documents including the receipt of the Bidder‟s
Information Sheets (22 Hour Sheets).
(b)
Supply Management will then send the original of the BSA Form together with copies
of all compliant bids received, to the requesting Business Unit or the consultant
assisting the Business Unit, or both.
During the tender evaluation process, no information will be given to any
individual or firm having a direct or indirect interest in the final award.
Discussions will be limited to those persons required to complete the necessary
technical and commercial evaluation of bids.
There must be no contact between the bid reviewers and any Bidder without
consultation with and prior approval of Supply Management.
Note: If there is ANY issue with respect to the acceptance of a non-compliant aspect
of a bid pursuant to GC 2.9, Supply Management and the Law Department must be
consulted.
(c)
The evaluation team for the project shall review the tendered bids and submit their
award recommendation with copies of all bids to the requesting Business Unit. The
Consultant should provide a letter to the Project Manager stating that they have
reviewed the bid and find it acceptable as part of the Award Recommendation. The
requesting Business Unit shall make the recommendation to Supply Management
regarding the award of the Contract by completing Part „B‟ of the BSA.
The award must be for the recommended amount, including price adjustments as
stated on the Additions or Deletions to Contact Sheets (where applicable), any
negotiated adjustments (where applicable) contingency (where applicable), cash
allowance (where applicable), and GST. (Reference G.C. 2.9.5, G.C.2.9.6,)
The requesting Business Unit must fill in all the blank spaces in Section „C‟ of the
BSA Form. Any section not completed could delay the award of the Contract by
Supply Management. The budget and Dept ID Owner approval is mandatory.
Clear identification of dollars set aside for the tender being awarded must be shown
in the “Budget Account”. This is the amount for construction and not the overall
budget or program budget.
The Business Unit must enter the requisition on the PACE system and include the
requisition number on the BSA. All photocopies of the bids must be returned along
with the BSA to the Buyer in Supply Management.
The Project Manager may retain a copy of the successful bid with the
understanding that they are responsible to ensure confidentiality of all
information. Absolutely no information is to be shared with any party other
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than those directly involved in the evaluation for award process. This
restriction must be strictly adhered to.
Attention is drawn to G.C. 2.9.2 which provides authorization of a credit check to be
performed by Supply Management. A credit check will not be initiated for all Bidders.
This procedure is only to be followed for low Tenderers where the City is not familiar
with the Tenderer or there is a reasonable question as to the financial status of the
Tenderer.
4.2
Award Procedures
Only The Manager of Supply Management or his designate(s) have the authority to
award tenders. Do not contact the recommended Bidder until advised by Supply
Management.
(a)
Upon receipt of the BSA from the Business Unit, the Buyer in Supply Management
will create and submit an Award Recommendation to the Manager of Supply
Management or his designate(s) for final approval.
(b)
Upon Award Recommendation approval by the Manager of Supply or his
designate(s), the Buyer in Supply Management will issue a Letter of Award to the
successful Tenderer. The original is sent to the successful Tenderer, with copies to
the Project Manager, Law Department, and the Surety Company named on the
bonds.
(c)
Supply Management will forward the original Purchase Order to the Contractor by
fax, with copies to the Law Department, and the Surety Company. The Project
Manager‟s copy will be e-mailed. A Vendor Performance Evaluation form will be sent
to the Project Manager through internal mail for completion at the end of the contract.
The Vendor Performance Evaluation is part of the Contract Administration Forms
Package (formerly known as Package 2) and is available for City Project Managers
on the Supply Management intranet web site:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Pages/Tenders.aspx
Evaluations can be conducted throughout the course of construction.
(d)
The Law Department or Supply Management will contact the Contractor directly to
obtain:
The Certificate of Insurance;
Performance Bonds;
Waiver Form; and
Letter of good standing from the Worker Compensation Board.
(e)
Upon receipt of the required documents the Law Department will issue to the Project
Manager a Memorandum to Issue the Notice to Proceed.
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(f)
The Project Manager may now issue the Notice to Proceed (Form A1 Notice to
Proceed - Legal) to the Contractor from the Contract Administration Forms and is
available for City Project Managers on the Supply Management intranet web site:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Pages/Tenders.aspx
(g)
Supply Management will submit:
The original bid submitted by the Contractor;
Any alterations to the bid as a result of negotiations;
Copy of the Purchase Order;
Original Bid Bond;
Original Consent of Surety;
Copy of the Bid Summary and Approval Form;
Copy of the approved Supply Management Award Recommendation
Summary; and,
Copy of the Award Letter sent to the Vendor.
to the Law Department (Attention: Contracts Paralegal) for the purposes of producing
the formal agreement.
(h)
The Project Manager must submit to the Law Department, (Attention: Contracts
Paralegal) the following documents to be used in the preparation of the formal
agreement:
(i)
Three (3) complete copies of original cerlox bound Tender Documents with
suitable cover page;
(ii) Three (3) sets of the tender drawings; and
(iii) Three (3) copies of any addenda or correspondence which amend or vary the
terms of the agreement or the award.
The requesting Business Unit should retain a copy of the material forwarded to
Finance & Supply and Law for their own records.
4.3
Contract Execution
When the Law department is in receipt of the Contract Documents and the purchase order,
it will prepare the Memorandum of Agreement and forward the original and one (1) copy of
the Contract to the appropriate Buyer and the Client Business Unit for review and approval
“As to Content”. The Client Business Unit returns the approved Contract to the Contracts
Paralegal in the Law Department who will forward the Contract to the Contractor for
execution.
Once the executed Contract is returned by the Contractor, the lawyer will approve “As to
Form”.
The Contract is forwarded to the Manager of Supply Management for execution on behalf of
The City of Calgary.
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One (1) executed copy is retained by Finance & Supply. One (1) copy is returned to the
Law Department, which will forward the executed Contract to the Contractor. Law will also
provide a photocopy of the signed Memorandum of Agreement to the Project Manager for
The City.
4.4
Irrevocable Letter of Credit
The City will accept other forms of security, please refer to G.C. 2.6.2 and G.C.3.3.2 for
further information.
(a)
Corporate Policy – Irrevocable Letters of Credit Where Deemed Appropriate
The “Accepting Letters of Credit” Policy has been approved by the Director of
Finance/City Treasurer and applies whenever The City accepts a letter of credit as
security from a contractor, developer, consultant, or any third party. The City‟s
Treasury is responsible for setting acceptance criteria for counterparties (e.g., banks)
that issue letters of credit and for maintaining a current list of approved
counterparties from whom letters of credit may be accepted.
This policy applies to all letters of credit submitted to The City. Any reference to
Letter of Credit (L.C.) means Irrevocable Letter of Credit (I.L.C.).
1.
Where The City is accepting a Letter of Credit in lieu of a bid bond (G.C.2.6.2),
consent of surety (G.C.3.3.2) or withholding the ten percent (10%) holdback on
progress payments (G.C.6.8.2), the Letter of Credit can be accepted only if the
financial institution:
a.
b.
c.
is on Treasury‟s current list of acceptable counterparties; OR
has been approved by The City Treasurer or Treasury Manager to be added
to the current list; OR
has been approved on a “one time” or “exception” basis by The City
Treasurer or Treasury Manager for a specific letter of credit.
Finance & Supply business unit will periodically issue an updated list of financial
institutions from which letters of credit, can be accepted, without obtaining
Finance & Supply business unit Approval.
Any letter of credit presented to The City from a financial institution that is not on
the current list of acceptable counterparties must be reported to Finance &
Supply business unit for approval in accordance with The City‟s “Accepting
Letters of Credit Policy”.
Note: For Letters of Credit for hydrant control units (Water Resources) and for
Letters of Credit administered by Tax and Receivable, there are slightly different
requirements. Contact Finance for a copy of the Accepting Letter of Credit
Policy.
2.
The Letter of Credit must clearly state:
a.
b.
c.
That it is an irrevocable Letter of Credit;
The name of the issuing bank or credit union;
The amount;
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d.
e.
(b)
The address of the local Calgary branch; or if the issuing bank address is an
international center of the bank in a major Canadian city then the bank must
provide written communication that the L/C can be presented to a Calgary
branch;
The expiry date.
Business Unit Procedures Re: Irrevocable Letter of Credit issued in Lieu of
Withholding 10% Builders Lien Holdback (See G.C. 6.8.2).
The following procedures are to be used for construction Contracts and Consultant
Agreements (as applicable).
1)
Acceptance and Control
Project Manager – In the event that the Contractor provides an I.L.C. it is the
responsibility of the Project Manager to administer the process. The Project Manager
obtains an Irrevocable Letter of Credit (I.L.C.) for 10% of the total tender price
including contingency (if applicable), cash allowance (if applicable) and GST within 7
days of acceptance of the tender award and forwards the L.C. with a copy of
Summary for Form of Tender to Accounting.
A new L.C. may be required for:
(a)
contract extensions to cover additional costs;
(b)
extension of the contract completion date;
(c)
if the L.C. is released when the contract is substantially performed; or,
(d)
any combination of the above.
Accountant/Project Manager – the Accountant or Project Manager, or both must
examine the L.C. before accepting it. Some points to look for are listed below:
(i)
Correct content and wording. In the case of Construction Contracts, the
minimum City of Calgary requirement for the L.C. should be included in the
tender documents.
(ii) Must bear an authorized signature from the issuing bank. Must have stamp, or
number, after authorizing signature(s).
(iii) Should bear the clause “Except so far as otherwise expressly stated, this
documentary credit is subject to the “Uniform Customs and Practice for
Documentary Credit” (1983 Revision) International Chamber of Commerce
(Publication No. 400.)
(iv) Job, project name, contract/tender number, should all be on the L.C.
(v) Date of issue and expiry.
(vi) If any situation where partial drawings are required make sure this is included in
the Letter of Credit wording.
(vii) Correct amount, in Canadian Dollars.
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(viii) Correct expiry date (60 days beyond contract completion date.).
(ix) Issued by an approved financial institution. Check list approved by Finance,
Treasury.
(x) Must be payable in Alberta.
(xi) Contact Finance for any letter of credit submitted to The City from a financial
institution not on the approved list.
(xii) An approved L.C. must be in place before the first invoice payment is made.
(xiii) The L.C. document must be addressed to The City of Calgary, NOT to the
Business Unit responsible for the project.
2)
Where there is a purchase order, the Project Manager will inform the supervisor of
Accounts Payable and Finance & Supply in writing that a L.C. has been received in
lieu of the Builders Lien Holdback, and attach a copy of the L.C. to each notification.
3)
Maintain a control list of all L.C.s, showing name of Contractor, Tender/purchase
order number, total Tender price including contingency, cash allowance, and GST (if
applicable), L.C. amount, expiry date, Project Manager responsible, status, etc. An
electronic file can be utilized for this purpose.
4)
Keep all L.C.s in the Departmental Accounting area in a locked, fire-proof cabinet. A
photocopy of each L.C. should be maintained by the Project Manager in a separate
file.
5)
Run weekly reports, sorting the file by the expiry date of the L.C. (Mondays, when
payables are processed).
6)
Check progress billing against L.C. expiry date listing prior to processing for
payments.
7)
Review all L.C.s expiring in the next forty-five (45) days. Although the onus is on the
Contractor to extend without notification from The City, letters may be sent to remind
the Contractor, where an extension or replacement is required. A bring forward
system can be implemented to remind the Contractor to renew the L.C. (i.e. 45 days,
30 days, and 15 days prior to expiry).
8)
The L.C. may be returned, forty-five (45) days after the date of a Substantial
Performance Certificate provided that no liens have been registered. If returned, the
Project Manager must either:
a)
obtain a new L.C. for 10% of the value of the remaining work, or
b)
retain a 15% holdback on any subsequent payments.
Inform the Supervisor of Accounts Payable, in writing, that either a new L.C. has
been received, or a 10% holdback will be retained on subsequent payments. Create
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and submit a PS395 Change Request Form to the Buyer to create a holdback line on
the Purchase Order to accommodate the holdback.
Note: Business Unit Accounting requires a copy of the W.C.B. Certificate, Statutory
Declaration and C.C.C., prior to releasing the Letter of Credit to the Project Manager
for return to the Contractor.
9)
Advise Accounts Payable when the final invoice is processed so their copy of the
letter of credit can be attached to the final invoice copy.
10)
Return letter of credit sixty (60) days after issuance of C.C.C., providing no liens
have been registered.
11)
Update file whenever changes in the status of a letter of credit, or contract occur.
(c)
Procedures for Cashing A Letter Of Credit, If Necessary
Consult with Law prior to engaging in this process. A Letter of Credit should be
cashed only if the Contractor fails to extend, increase, or provide a new Letter of
Credit, or when The City of Calgary feels that it is at financial risk.
1.
After obtaining approval from the City Treasurer or authorized representative,
steps should be taken to cash the L.C. at the issuing financial institution.
Fifteen (15) days prior to the expiry date, follow-up with the Contractor to
ensure that the Contractor has initiated steps to provide a new L.C. The
Contractor and issuing institution should be notified that the current L.C. will
be cashed by The City if a new L.C. is not received.
2.
Check with the issuing financial institution regarding how much notice they
require to enable the L.C. to be cashed before it expires. Check the L.C. for
any documentation that may be required to support cashing of the L.C.
3.
The amount received from the cashed L.C. should be deposited to a
holdback account. Cash holdback can be released 60 days after issuance of
a C.C.C., a lien check and upon receipt of an invoice.
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5.0
CONTRACT ADMINISTRATION
The role of the Project Manager is complex and difficult, balancing schedule and budget. It
is important that a Project Manager keeps a detailed journal of all events related to a project
in case of incidents or disputes. The Project Manager should engage all members of his
project team (Consultants, Inspectors, Environmental Specialists, Safety Officers) and
recruit support from other Business Units as required.
It is strongly recommended that Project Managers take advantage of training offered by
Infrastructure & Information Services, for further information please visit:
http://mycity/OurOrg/Dept/CS/IIS/divisions/cpam//cpmc/Pages/Default.aspx
5.1
Contractor Mobilization
After receipt of the Notice to Proceed from the Project Manager, the Contractor is
responsible with complying with all relevant legislation and requirements of those federal,
provincial, municipal or other governmental bodies, agencies, tribunals or authorities having
jurisdiction and lawfully empowered to make or impose laws, bylaws, rules, orders or
regulations with respect to the Contractor's obligations. Relevant legislation includes any
applicable amendments and regulations. (Reference G.C. 4.8)
As part of the requirements The Contractor shall post and maintain at a conspicuous
location or locations The City of Calgary Acknowledgement of Prime Contractor Designation
form, which will be provided by the Project Manager. This form must be signed by The City
and the Contractor and indicate the name of the person designated on behalf of the
Contractor for this purpose. It is the responsibility of the Contractor to ensure all workers at
the worksite are aware of the person designated in the Acknowledgement of Prime
Contractor Designation form. (Reference: G.C. 4.11.6)
As part of the requirements The Project Manager shall provide and the Contractor shall post
and maintain at a conspicuous location or locations a list of telephone numbers appropriate
for contacting key contract personnel in the event of an emergency (hereinafter “Emergency
Call Card”). (Reference G.C. 4.11.9)
The City of Calgary Acknowledgement of Prime Contractor Designation and Emergency Call
Card forms are available as part of the Contract Administration Forms (formerly known as
Package 2) and are available on Finance & Supply‟s intranet site:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Tenders%20Documents/Forms/Cont
ract%20Admin.aspx
5.2
Awarded Value of Contract (Reference G.C. 1.1.13)
The Contingency Allowances and Cash Allowances are administered in accordance with
G.C. 6.4.
The Engineer will authorize change orders for expenditures from the Contingency Allowance
as per G.C. 6.5.
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In no case should the work under a Contract be allowed to exceed the “Authorized
Funds” (total dollar value) originally awarded.
If the Project Manager determines that the cost of the work will exceed authorized funds, the
Business Unit will complete a written request to Finance & Supply detailing the additional
Work and cost required to complete the Contract. All requests for a contract increase must
be forwarded to Supply Management for approval using the PS395 form. The request must
be approved by the DEPT ID OWNER. Supply Management will process the change order
request and forward the amended purchase order to all parties concerned.
The PS395 form and the Instructions for Completing the PS395 can be found at:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Purchasing/Pages/Default.aspx
Note: The PS395 form is only to be used for construction purchase orders. For changes to
all other types of purchase orders use the PS394. The PS394 Form can be found using the
link above.
If the allocated funding is not sufficient for an extension, the Business Unit will address any
insufficiency before any approval for the extension is given.
5.3
Notice of Proposed Change (Reference G.C. 1.1.36)
A “Notice of Proposed Change” should be used to request a change to a Contract. A change
must be requested when something is added or deleted from a Contract.
The issuance of a Notice of Proposed Change initiates the process of having a change
authorized and provides a written record of where the change request originated. A Change
Order may be issued. In a case requiring an increase of the Total Contract Award, including
Allowances, Contingency and GST, the second step would involve issuing a PS395,
followed by a Contract Change order and the P.O. Change Order. (Reference 7.3)
A Notice of Proposed Change is a source document issued by the Project Manager or
Consultant to the Contractor, describing the contemplated revision, and requesting a price
quotation. It does not provide any authorization to implement the change. Therefore, it
is not necessary to obtain approval before issuing a Notice of Proposed Change to a
Contractor.
When issuing a Notice of Proposed change, the Project Manager or Consultant must
identify:
Reasons for the change;
Drawing issued with the change; and,
Description of the change.
Generally, Contractors will reply to the Notice of Proposed Change by returning a quotation
on their own stationery or by returning a signed copy of the Notice of Proposed Change with
the requested information written in.
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Whichever format they provide, it will be affixed to the eventual PS395 to be sent to Supply
Management for consideration and approval. Approval is NOT automatic.
Final approval for any financial increase in the Total Contract Award including Allowances,
Contingency and GST resides with the Manager of Supply Management. Work relating to
any such increase should not proceed until approval from the Manager of Supply
Management has been obtained.
Therefore in the interest of expediting the process the Project Manager should contact the
Buyer associated with the project to advise or discuss an impending extension of this sort,
prior to sending the PS395 to Supply Management.
Approval of the Award Extension will be formally communicated in most cases by letter from
Supply Management and always by the issuing of a P.O. Change Order similar to the
original award process. The Change Order may then be issued by the Project Manager or
Consultant to the Contractor
Supply Management strongly recommends you maintain clear, concise and timely
communication with your Buyer to avoid any delays in obtaining approvals.
5.4
Change Order (Reference G.C. 1.1.6)
Change Orders are issued by a Project Manager to change scope or specification.
As stated previously a Change Order which does not result in a financial increase to the
Total Contract Award including Allowances, Contingency and GST, does not require
approval from the Manager of Supply Management. Consequently no Letter of Notification
of Contract Extension or Purchase Order Change Order will be issued by Supply
Management. The Change Order is sufficient notification for the Contractor.
The Surety Companies for the Contract Performance Bond and Labour & Material Payment
Bond require notice to the Surety Company when change orders with a financial
consequence are issued. Notification of the Surety Company will be handled by Supply
Management.
A Change Order adjusts the Contract values, or authorizes the use of the Contingency
Allowance in the Contracts.
The Change Order should describe the change in general terms and should reference the
“Notice of Proposed Change” which instigated the change. It should clearly show the
expected amount of funds that are being committed by the change.
For example, in the case of a quantity change affecting the extension of unit
prices, the change order should show the estimated units multiplied by the
quoted unit cost to develop an estimated total cost of the change:
2,000 units x $10.00/unit = $20,000.00.
The Change Order statement of adjustment section is to be completed by the Project
Manager. Note that the Contract value on the initial Change Order will be the amount of the
Contract less the Contingency Allowance. Subsequent Change Orders will carry totals
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determined from the previous Change Orders. In the case of Unit Price Contracts, the
Contract Value shown on the initial Change Order will be the tendered summation of the
Unit Prices.
A Final Change Order will be issued at the completion of the Contract to “adjust” the
Contract Value to make the Change Order Statement of Adjustment Section agree with the
Final Contract Value. A copy of the Final Change Order must be sent to Accounts Payable
to advise them of the completion of the Contract.
Note: The Final Progress Certificate can be used as back-up for the Final Change Order.
Note: For mark-up information see GC 6.2.2.
5.5
Field Order (Reference G.C. 1.1.21)
A document issued during construction, by which the Engineer makes changes in the work.
This document is used in an urgent situation and the Engineer may subsequently prepare a
Change Order.
Builder‟s Lien Act of Alberta
5.6
In order to comply with the provisions of the Builders' Lien Act, The City must withhold (The
“Holdback”) ten percent (10%) of all progress payments on the Contract. The City will also
accept a Holdback Bond or Irrevocable Letter of Credit, as described in section 4.4 of these
Guidelines in lieu of withholding the ten percent of progress payments.
The City is also prevented by law from making any further payments whatsoever to the
Contractor under the Contract after a lien has been registered against the property by
reason of work done under the Contract, either by the Contractor or a Subcontractor, or by
reason of material supplied for work under the Contract. The Project Manager must
immediately contact the Contractor to have the lien removed. .
(Reference G.C.6.8. and Article 3 of the Memorandum of Agreement)
5.7
Progress Certificates
ALL Progress Certificates, final certificates, release of Holdback Certificates, detail sheets,
and back-up documentation should be prepared by the Project Manager or Consultant and
receive appropriate approvals, including Dept I.D. Owner approval. The Business Unit will
record, approve, and submit the claims for payment.
Invoices requiring authorization must be approved by the Dept ID Owner in accordance with
the Accounts Payable Signing Authority, Policy FA-010.
(also see Policy FA-014 Accounts Payable Invoices) Link to the policy library:
http://mycity/OurOrg/Dept/CorporateAdmin/ManagerOffice/AdministrationPolicy/Pages/Defa
ult.aspx
5.7.1
Invoice Procedures
Invoices for the work are verified by the consultant and Project Manager, approved and
signed by the Dept ID Owner, and submitted to Accounts Payable for payment
(reference the Purchase Order number). The invoice will be accompanied by a progress
payment certificate, a letter of good standing from WCB, and a Statutory Declaration.
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(Reference G.C. 6.6 and Article 3 of the Memorandum of Agreement) (Reference FA014 Accounts Payable Invoices). For invoices greater than $100,000.00 it is
recommended that the Project Manager request a Title search to be supplied by the
Contractor to ensure that there are no liens on the property.
5.7.2
Release of Holdback procedure at Substantial Performance Stage
Where a Contractor or Subcontractor is of the opinion that the contractor‟s contract is
substantially performed, the Contractor may issue and deliver to the owner a certificate
of substantial performance. To comply with Section 19 of The Builder‟s Lien Act of
Alberta, the person issuing the Certificate of Substantial Performance shall within 3
days from the date of issuing the certificate, post a signed copy of it in a conspicuous
place on the job site so that persons working or furnishing materials have a reasonable
opportunity of seeing the certificate.
Project Manager is to submit a Substantial Performance Certificate (supplied by the
Contractor or Subcontractor), Substantial Performance Payment Certificate, Statutory
Declaration, an invoice approved and signed by the Dept ID Owner and a letter of good
standing with W.C.B. to Accounts Payable for payment. (References: G.C. 1.1.44, G.C.
6.8). (Reference FA-014 Accounts Payable Invoices)
5.7.3
Partial Release of Holdbacks
Project Manager is to submit a progress certificate, Statutory Declaration, an invoice
approved and signed by the Dept ID Owner and a letter of good standing with W.C.B. to
Accounts Payable for payment. (Reference G.C. 6.8)
5.7.4
Release of Holdback Procedure at Construction Completion
Project Manager is to submit a Construction Completion Certificate, Statutory
Declaration, an invoice approved and signed by the Dept ID Owner and a letter of good
standing with W.C.B. to Accounts Payable for payment. (Reference G.C. 6.8)
5.8
Construction Completion Certificate (C.C.C.) Reference G.C. 1.1.8
At the completion of ALL construction contracts, the Project Manager or Consultant must
arrange a final inspection and complete a City of Calgary Construction Completion
Certificate, as detailed below.
The City Project Manager or Consultant must arrange to have representatives of the
requesting Business Units and the Contractor at the final inspection.
The Construction Completion Certificate will not be issued until there is agreement between
the Contractor and The City that all work has been totally completed as per G.C. 6.8.7.
Article 3(d) of the Memorandum of Agreement stipulates that the release of the holdback
held under the provision of the Builders Lien Act, will be due and payable sixty (60) days
after the issuance of the Construction Completion Certificate.
The Project Manager or Consultant shall monitor the progress of the Contractor and be
responsible for the preparation and issuance of the release of the holdback after the sixty
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(60) day waiting period. A substantial completion certificate, a letter of good standing with
WCB and a statutory declaration along with an invoice signed by the Dept Id Owner will be
submitted to Accounts Payable.
The original Construction Completion Certificate will be provided to the Contractor, and
copies must be forwarded to:
Law Department #8053
Accounts Payable #8041
Finance & Supply #8140
5.8.1
Statutory Declaration
This form is used to release the holdback. It confirms that the General Contractor
has made all appropriate payments to the Subcontractors and suppliers.
5.9
Provision of “Drawings of Record” (References: G.C. 1.1.17, G.C. 4.15)
The Contractor shall maintain a set of project drawings on the worksite and record
accurately all significant deviations from the project drawings caused by site conditions and
any changes ordered by the Engineer. The Contractor shall keep one copy of the Contract
Documents, specifications and all addenda including reviewed Shop Drawings, Notices of
Proposed Change and Change Orders, other modifications to the Contract, test records and
permits, on the worksite in good condition. These documents and drawings must be
available to the Engineer and to his representative throughout the duration of the project.
The Contractor shall submit the updated project drawings to the Engineer prior to the
issuance of the Construction Completion Certificate. Unless otherwise provided in the
Contract Documents, the Engineer will be responsible for revising the original drawings with
the information from the updated project drawings.
"Drawings of Record" shall be provided as follows:
5.9.1
Drawings of Record
1.
"Drawings of Record" will consist of the preparation of one (1) complete set of
the "original" drawings showing "as constructed" information on approved
material as per 3.06.1 conforming with The City of Calgary, Utilities and
Environmental Protection requirements. If drawings are computer generated,
contact the Utilities and Environmental Protection for details.
2.
"Drawings of Record" for contracts for the Corporate Properties Group will be
reviewed by the Project Manager, Coordinator or Architect for approval prior to
submitting the "Drawings of Record" as indicated in Guidelines section 5.9.2
below.
3.
"Drawings of Record" must be supplied to the Utilities and Environmental
Protection, Engineering Services, with a letter of notification to the Project
Manager or Coordinator immediately upon completion of construction of
each contract or phase of the project. Maximum time delay in submitting
"Drawings of Record" to be within forty-five days of issuance of C.C.C.
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4.
Block Profile Drawings to be used as "Drawings of Record" must be supplied to
Utilities and Environmental Protection, Engineering Services, showing locations,
alignments, invert elevations and grades of all utilities for the entire length of the
project.
5.
The consultant shall update the Block Profile Drawings on file in Utilities and
Environmental Protection, Engineering Services record area, which have been
changed in any way due to the Contract.
6.
The Block Profile Drawings in the Utilities and Environmental Protection record
area may be taken out for updating or revision purposes and returned to the
Engineering Services, record area when the revisions are completed.
7.
The revisions must be completed within forty-five days after retrieval from
Utilities and Environmental Protection, Engineering Services on record area.
8.
The consultant is responsible for updating any adjoining block profiles that
Utilities and Environmental Protection has on record at the time the "Drawings of
Records" are submitted. Block Profiles that are signed out by other consultants
must also be updated.
9.
"Original" drawings of all construction drawings in the Contract, including detail
drawings and The National Transportation Agency order crossing plans, are to
be submitted (i.e. River crossing and Railway crossing drawings).
10. Drawings of Record, when approved by the Supervisor, Engineering Graphics
shall be processed onto the microfilm file system and the necessary information
shall be transferred onto the record plans.
5.9.2
Drawings of Record for Corporate Properties & Buildings
The City of Calgary – Corporate Properties & Buildings (herein referred to as CPB)
require that all project drawings for its facilities be completed in AutoCAD format and
filed at our CAD Library. The use of CAD file results in more accurate design drawings
and allows for electronic storage of the drawings. CPB recognizes that these files could
be an important source of information for the on-going management of its facilities.
Therefore, a CAD Standards document has been prepared to ensure that all future CAD
drawings are suitable for both the initial development and life cycle management of its
facilities.
The CAD standards are mainly developed for the use in the production of Drawings of
Record drawings. The layering standard includes a flexible basic structure that allows
for future additional information and all types of facilities.
The Corporate Properties & Buildings CAD Standards Manual is available for download
from The City of Calgary Urban Development website:
www.calgary.ca/ud - publications.
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5.9.3 Drawings of Record for Bridges and Structures
Shall be prepared in accordance with The City of Calgary Design Guidelines for
Bridges and Structures.
5.10
Vendor Performance Evaluation Form
This form is intended to reflect a summation of the Contractor’s performance overall
and does not replace normal recording and documentation of events and incidents
and communication of issues and concerns during the project
In cases of unsatisfactory performance during the Contract, where the issues cannot be
resolved, contact the appropriate Buyer, Safety Officer, Environmental Specialist,
Consultant or Law Department representative as required.
A Vendor Performance Evaluation can be performed at anytime during the project, the form
is available to City Project Managers as part of the Contract Administration Forms (Package
2) on the Finance and Supply intranet link:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Pages/Tenders.aspx
At the completion of the construction contract (CCC), the Project Manager, with input from
his project team consisting of: consultants, Inspectors, Health and Safety Officers, Site
Supervisors, Environmental Specialists, etc., must complete the Vendor Performance
Evaluation form and forward the completed form to Supply Management.
Low ratings must be explained in the comments section of the form. In the event the form
indicates a recommendation that the Contractor not be used again, complete details should
accompany the form, or the Project Manager must be prepared to provide to Supply
Management complete details at the appropriate time.
In cases of satisfactory performance, a copy of the form will be forwarded to the Contractor
by Supply Management. In cases of unsatisfactory performance, Supply Management will
arrange a meeting with the appropriate parties (Contractor, Project Manager, a
representative of Supply Management, Consultant) to discuss the performance evaluation. .
Supply Management may provide the vendor with a copy of the Vendor Performance
Evaluation prior to the meeting for preparation purposes. This is intended to be a
constructive element of the overall Vendor Management Program.
When completing the Vendor Performance Evaluation it is imperative that the information be
relayed in a factual and professional manner. Any information placed on the forms could be
subject to FOIP inquiries and could potentially be utilized in any claim against The City.
(Reference G.C. 2.22)
5.11
Notice of Completion of Project(s)
Section 534 of the Municipal Government Act applies to all municipal construction projects,
and the processes contained in the section MUST be followed for every construction project.
Within one year after the issuance of the Construction Completion Certificate, The City must
place a notice in a newspaper that identifies the project, gives the date of completion, and
states that, under section 534, claims for compensation must be received within 60 days
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after the notice is published in the paper. Generally, each Business Unit advertises all
completed projects annually in one (1) notice.
Additionally, The City must deliver or mail a notice containing the same information to every
owner of land that abuts the land on which the project is situated.
The following is a guideline for the notice:
NOTICE OF COMPLETION OF (insert NAME OF PROJECT)
NOTICE IS GIVEN pursuant to Section 534 of the Municipal Government Act
of the completion of construction in connection with (insert name of project) in
the area(s) of The City of Calgary listed as follows:
(Insert address(s) of the project)
The work completed consists of (insert brief description of the project)
(Insert date of completion)
Any owner of land that abuts the land on which The City of Calgary‟s public
work or structure, as described in this notice, is situated, and who has
suffered a permanent reduction in the appraised value of land as a result of
the existence (but not the construction, erection or use), of the public work or
structure, must file a claim for damages with the City Clerk within sixty (60)
days after the date of publication of this notice, and such claim must state the
amount claimed and particulars of the claim to prove the claim, otherwise
such claim shall be forever barred and extinguished.
5.12
Final Maintenance Certificate (F.M.C.) (References G.C. 1.1.22, G.C. 4.44.2)
The City of Calgary requires that ALL Construction Contracts be officially accepted by the
issuance of a Final Maintenance Certificate which is issued after the required maintenance
period as set out by the contract (1 or 2 years) has passed.
The Project Manager or Consultant must complete the Final Maintenance Inspection,
ensure that all required work has been performed, and prepare the Final Maintenance
Certificate for acceptance by The City.
The original completed Final Maintenance Certificate will be forwarded to the Contractor by
the Project Manager/Consultant with copies to:
Finance & Supply #8140
Law Department #8053
Accounts Payable #8041
5.13
Record Retention
All information relating to a project, including, but not limited to all relative contract
documents, site inspections, minutes, journals, daily diaries, correspondence, photographs,
must be kept together for the required time as specified by the City‟s Record Retention
policy. For further information, consult your Business Unit‟s Records Coordinator.
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6.0
CONSULTANT AGREEMENTS
6.1
Consultant Agreements
Information on Consultant Agreements can be found on the Supply Management website:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Purchasing/Pages/Default.aspx
Contact Supply Management at 268-5540 for further information on Consultant
Appointments.
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APPENDICES
Tender Documents (Package 1) are available online on Finance & Supply‟s internet site at:
http://www.calgary.ca/CA/fs/Pages/Bid-and-Vendor-Information/Preparing-ConstructionTenders.aspx
Contract Administration Documents (Package 2) are available on Finance & Supply‟s
intranet site at:
http://mycity/OurOrg/Dept/CFO/FinanceSupply/BuySell/Tenders%20Documents/Forms/Cont
ract%20Admin.aspx
Refer to Guidelines section 1.2.C. (page 2) for complete listing.
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